Loss Reasons and Sources


Loss reasons

These are the reasons due to which the opportunities are not won. This can be a price, loss to a competitor, a low-quality lead, etc. The loss reasons are indicated at the closing of the opportunity through the Lost button:

The loss reasons are also displayed in the CRM report, which is available in the section  Reports → CRM.

The loss reasons are set in the System Settings → CRM → Reference → Loss reasons → Create loss reasons.

Here you can create, edit, delete or deactivate the loss reason. To edit or delete, hover over the name of the reason (1). To deactivate — uncheck the Active column (2).

Note: You can remove the reason only if there are no linked opportunities.

Sources of Opportunities

To learn which sources are the most effective ones, record the sources of opportunities. To set up opportunity sources, go to System Settings → CRM → Reference → Sources → Create new source.

The source is indicated when creating the opportunity:

You can create, edit, delete or deactivate the source of the opportunity. To edit or delete, hover over the name of the source. To deactivate, uncheck the Active column. You can delete a source only if there are no opportunities linked to it.