Quick Start Videos: Web App Setup Guides

Find all the information you need to set up your SPOTIO account in these videos.

Web App Setup: Why and How to Add Loss Reasons

Brandy Billiot
Brandy Billiot
  • Updated

SPOTIO's loss reasons offers users a powerful tool to gain valuable insights into their sales processes. While we know a record is never lost, utilizing SPOTIO's loss reasons allows businesses to uncover coaching opportunities and address the root causes of lost sales.

Why add Loss Reasons?

When a record is moved to the Lost stage, users will be prompted to select a loss reason. These loss reasons are very valuable as they are used throughout the app, including in reporting, colorization, and filtering to name a few. This allows teams to effectively pinpoint areas for improvement by identifying specific opportunities to work and optimize their sales strategies for future success.

Adding Loss Reasons

Admins are able to add custom loss reasons for the Lost stage of the pipeline through the web app.

To add and customize loss reasons:

  1. Click on Settings in the bottom left corner.
  2. Select Workflow.
  3. Click on the Stages tab.
  4. Click on the settings gear on the Lost tile.
  5. In the panel, add your reasons and hit enter.
  6. Hit Save to complete.

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Modifying Existing Loss Reasons

If you ever need to make changes to the current selections available, you are able to do so within the Lost stage. While you cannot edit an existing reason, you do have other options available to modify.

To make edits to existing reasons:

  1. Click on Settings in the bottom left corner.
  2. Select Workflow.
  3. Access the Stages tile.
  4. Click on the settings gear on the Lost tile.
  5. In the Edit Stage panel, click the X to remove the reason, add additional reasons, or rearrange by clicking, holding, and moving the tiles to rearrange.
  6. Click Save to complete.

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