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Failure reasons
Failure reasons
- Andrew Mose
Owned by Andrew Mose
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When setting up a funnel with a list of statuses, the final status for a lost deal includes a checkbox called “Rejection Reasons.”
If this checkbox is enabled, the user will have the option to specify a list of reasons.
When a manager changes the deal status to "Lost," they will be required to select one of the rejection reasons.
The rejection reasons are cross-functional, meaning they are separate entities that can be used across different sales plans. This allows for filtering capabilities — for example, filtering all deals with a specific rejection reason, regardless of the sales plan.