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🏷️ Add and select loss reasons
Improvement

🏷️ Add and select loss reasons

Vanessa LozzardoVanessa LozzardoDec 1, 2025

Hi! Now you can define standardized loss reasons and select them directly from your pipeline — so your team learns faster from each lost deal.

Logging: Choose a loss reason when closing a deal as "Lost"

Clearer Reports: Segment lost deals by reason to identify patterns and correct flaws.

Team Alignment: Shared vocabulary = better transitions and follow-ups.

Tip: Start with a maximum of 5 to 7 reasons and review them monthly to keep the list useful.

What did you think of this new feature? Tell us!