Go to Settings > Sales.
This is where you can set up:
- Pipeline stages
- Lost reasons
Pipeline stages
The stages in your sales process. You can reorder them or add new stages here.
Lost reasons
Set up lost reasons so that you can say why precisely you lost a certain opportunity. Some typical examples would be:
- We're not the right fit
- They went with competition
- We were too expensive
- Timeline was unrealistic
