In this video, learn why you want to add Loss reasons to your Lost Stage, and how to set up, manage, and edit those reasons.
Articles in this section
- My Reports: Visibility Into the Metrics That Matter
- Welcome to SPOTIO!
- Web App Setup: How to Create your Custom Stages
- Web App Setup: Single Stage Pipeline
- Web App Setup: Why and How to Add Loss Reasons
- Web App Setup: (Business Plan Only) How to Create Custom Activities
- Web App Setup: How to Create Custom Fields
- Web App Setup: Basic Territory Management
- Web App Setup: Business Plan Integrations
- Web App Setup: Team Plan Integrations
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