Set up your loss reasons

When you close an opportunity as lost, the pipeline asks Why was it lost?. You define the reasons on that list here, tailored to your business. It opens in Settings → Loss reasons.

Before you start

You need

• To be the business Owner or Admin.

The seven that come with it

The catalog is born with seven preloaded reasons —Price, Went with a competitor, Stopped responding, No budget, Bad timing, Duplicate and Other reason— so you can close opportunities from day one. Each carries the System tag.

Add and edit your own

New reason opens the drawer where you give it a Name (Spanish) (and Name (English) if you work bilingually). It shows up with the Yours tag. To fix the wording of any of them —yours or the system’s— use Edit.

Archive vs. delete

• The system ones aren’t deleted, they’re archived. Archiving one stops it from being offered when closing an opportunity, but the opportunities that already had it keep their reason (no lost history or report).
• Yours can be deleted. Still, if it’s already used on an opportunity, it’s better to archive it than delete it, for the same reason: don’t break what’s already recorded.

Where they show up

The active (non-archived) reasons are what your team sees in the Why was it lost? dialog when they drop an opportunity into the pipeline’s Lost zone — and they’re what the loss report then groups by, so you know where your deals fall through.

A reason for what actually happens

Name the reasons after your business’s real causes (for example, “Went back to their usual supplier” or “Changed projects”): the more faithful they are, the more the report tells you about why you lose.

Result

Note

The «Why was it lost?» list speaks your business’s language: your team picks the real reason when they close, and the report shows you where you lose — without being tied to a generic list.

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