Workspace setup · Guide · 1 min read · Dashboard

Set up deal stages and lost reasons

You set the stages a deal moves through, and the reasons you pick when a lead or deal is lost. Use it so your board and your reports use your own words.

Available on paid plans. Lost reasons work in every workspace.

Steps

1. 1

   In the dashboard, open Settings, then Deal Stages.

2. 2

   Use the arrows to reorder.

   The pencil renames. The bin removes a stage. If deals are on it, Syncdo asks where to move them.

3. 3

   Type a name in Add Stage, click Add, then Save Stages.

4. 4

   Open Settings, then Lost Reasons.

   It holds two lists: lead lost reasons and deal lost reasons. Add, rename or remove, then save. Changes apply from now on.