Loss reason & reopen

When a proposal does not move forward, you record why - for later analysis.

Recording the loss

When you change the status to Lost (in the modal or by dragging to the Lost column), the app asks for:

• Reason - Price / Competition / Timing / No budget / No response / Needs changed / Features / Other.
• Free note (optional).

What it's for

The reasons feed the Loss analysis in Analytics - you see the biggest cause of loss in your base.

Reopen

Changed your mind? On a Lost (or Won) proposal, the Reopen button puts it back into Negotiation.

➡️ Back to Proposals · see Analytics.

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