Reasons for refusal. When setting up a funnel with a list of statuses, the final status of a lost deal has a “Reasons for refusal” checkbox. If this checkbox is enabled, the user has the opportunity to specify a list of reasons. When a manager transfers a deal to failed status, he will have to choose one of the reasons for failure.
The reasons for refusal are cross-cutting. Those. These are separate entities that can be used in different plans. This is necessary for filtering capabilities. For example, filter out everyone with a specific reason for refusal, regardless of the sales plan.
