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.
Which plans have this: Deals and deal stages are on the Essentials and Intelligence plans. Lost reasons work on every plan.
Steps
- 01
In the dashboard, open Settings, then Deal Stages.
- 02
Use the arrows to reorder.
The pencil renames. The bin removes a stage. If deals are on it, Syncdo asks where to move them.
- 03
Type a name in Add Stage, click Add, then Save Stages.
- 04
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.
Questions, answered
How do I change my deal stages?
In Settings, open Deal Stages: the arrows reorder, the pencil renames and the bin removes a stage (with deals on it, Syncdo asks where to move them). Type a name under Add Stage, click Add, then Save Stages. Lost Reasons holds two lists, one for leads and one for deals; add, rename or remove, then save. Deals and deal stages are on Essentials and Intelligence; lost reasons work on every plan.
Why are Won and Lost not in my deal stages list?
They are not stages. They are how a deal is closed, so you pick them on the deal itself.
Where is each lost-reasons list used?
Lead lost reasons are offered when a lead's stage is set to Lost. Deal lost reasons are offered when a deal is marked lost. Only an owner or admin can change the lists.