When a deal comes to an unsuccessful closure, you mark it as unqualified, which is one of the closed deal stages (see About sales pipeline stages).
To gain additional information about why the deal failed and was marked as unqualified, you can prompt your Sell users to provide a reason for why the deal was moved into the unqualified stage.
This prompt is enabled by a user with admin rights. Admin users can also edit and add other unqualified reasons.
To edit or add unqualified reasons
- Click the Settings icon (
), then select Customize > Deals. - Select the Unqualified Reasons tab.
- If you want your Sell users to provide an unqualified reason, select Ask users for unqualified reason?.
- Edit and add reasons as needed, then click Add.
You can also order the list of reasons using the direction arrows.
This prompt is displayed when a deal’s status is changed to unqualified on the deal card.