{"id":13754,"date":"2022-04-19T18:30:46","date_gmt":"2022-04-19T15:30:46","guid":{"rendered":"https:\/\/snov.io\/knowledgebase\/?p=13754"},"modified":"2026-02-11T11:33:01","modified_gmt":"2026-02-11T08:33:01","slug":"how-to-manage-deal-loss-reasons-in-crm","status":"publish","type":"post","link":"https:\/\/snov.io\/knowledgebase\/how-to-manage-deal-loss-reasons-in-crm\/","title":{"rendered":"How to manage Deal loss reasons in Snov.io CRM"},"content":{"rendered":"<p><strong>Outline:<\/strong><\/p>\n<ul>\n<li><a href=\"#enable\">How to enable and add Deal loss reasons<\/a><\/li>\n<li><a href=\"#move\">How to move deals to Lost stage and apply Deal loss reasons<\/a><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Sales reps among their many wins inevitably lose some deals. But as the saying goes, sometimes you have to lose in order to win again.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This is why we believe that our handy <\/span><b>Deal loss reasons <\/b><span style=\"font-weight: 400;\">feature will help you benefit even from the deals that you lose and increase the number of deals that you win.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Keeping track of this info will help you understand:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">why your potential client wasn't ready to close the deal<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">what needs to be improved to meet customer expectations in your future deals<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">So here is our guide on how to turn on, apply and add new <\/span><b>Deal loss reasons<\/b><span style=\"font-weight: 400;\"> in your CRM pipeline.<br \/>\n<\/span><\/p>\n<h2><span style=\"font-weight: 400; font-size: 18pt;\">How to enable and add Deal loss reasons<\/span><\/h2>\n<p><b>Step 1. <\/b><span style=\"font-weight: 400;\">On your pipeline page, find and click the <strong>Settings<\/strong> icon in the upper right corner.<\/span><\/p>\n<p><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"shadow alignnone wp-image-13763\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/Animation-deal-loss-1-1.gif\" alt=\"\" width=\"900\" height=\"417\" \/><\/span><\/p>\n<p><b>Step 2. <\/b><span style=\"font-weight: 400;\">Find the <\/span><b>Lost <\/b><span style=\"font-weight: 400;\">stage of the pipeline by scrolling right. <\/span><\/p>\n<p><span style=\"font-weight: 400;\">There, enable the <\/span><b>Deal loss reasons<\/b><span style=\"font-weight: 400;\"> option. Here you can add new <strong>Deal loss reasons<\/strong> that will best suit your business case and remove the unnecessary ones.<\/span><\/p>\n<div style=\"width: 100%; max-width: 640px;\" class=\"aligncenter\">\n  <div style=\"width: 640px;\" class=\"wp-video\"><!--[if lt IE 9]><script>document.createElement('video');<\/script><![endif]-->\n<video class=\"wp-video-shortcode\" id=\"video-13754-1\" width=\"640\" height=\"297\" loop=\"1\" autoplay=\"1\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/Animation-deal-loss-2.mp4?_=1\" \/><a href=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/Animation-deal-loss-2.mp4\">https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/Animation-deal-loss-2.mp4<\/a><\/video><\/div>\n<\/div>\n<p><b>Note:<\/b><span style=\"font-weight: 400;\"> changes to <strong>Deal loss reasons<\/strong> made in one pipeline will apply to all of your pipelines. If you're a <\/span><a href=\"https:\/\/snov.io\/knowledgebase\/how-does-the-teamwork-feature-function\/\"><span style=\"font-weight: 400;\">Teamwork<\/span><\/a><span style=\"font-weight: 400;\"> user, only your Team Leader can edit pipelines and add <strong>Deal loss reasons<\/strong>.<\/span><\/p>\n<h2><span style=\"font-weight: 400; font-size: 18pt;\">How to move deals to Lost stage and apply Deal loss reasons<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">After you enable the <\/span><b>Deal loss reasons<\/b><span style=\"font-weight: 400;\"> feature, you will be able to select matching reasons and add detailed comments when moving deals to the Lost stage.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">There are three ways of doing this:<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">from a deal page (go to any specific deal and change its status to Lost)<br \/>\n<\/span><\/span><\/li>\n<\/ul>\n<div style=\"width: 100%; max-width: 640px;\" class=\"aligncenter\">\n  <div style=\"width: 640px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-13754-2\" width=\"640\" height=\"289\" loop=\"1\" autoplay=\"1\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/Animation-deal-loss-3.mp4?_=2\" \/><a href=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/Animation-deal-loss-3.mp4\">https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/Animation-deal-loss-3.mp4<\/a><\/video><\/div>\n<\/div>\n<ul>\n<li><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">from a pipeline page (drag &amp; drop any deal to the Lost stage)<\/span><\/span><\/li>\n<\/ul>\n<div style=\"width: 100%; max-width: 640px;\" class=\"aligncenter\">\n  <div style=\"width: 640px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-13754-3\" width=\"640\" height=\"302\" loop=\"1\" autoplay=\"1\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/4.mp4?_=3\" \/><a href=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/4.mp4\">https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/4.mp4<\/a><\/video><\/div>\n<\/div>\n<ul>\n<li><span style=\"font-weight: 400;\">select multiple deals in List view and move them to the Lost stage <\/span><\/li>\n<\/ul>\n<p><b>Note:<\/b><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"> you won\u2019t be able to add a comment when using this method of moving the deals<\/span><\/span><\/p>\n<div style=\"width: 100%; max-width: 640px;\" class=\"aligncenter\">\n  <div style=\"width: 640px;\" class=\"wp-video\"><video class=\"wp-video-shortcode\" id=\"video-13754-4\" width=\"640\" height=\"297\" loop=\"1\" autoplay=\"1\" preload=\"metadata\" controls=\"controls\"><source type=\"video\/mp4\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/Animation-deal-loss-5.mp4?_=4\" \/><a href=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/Animation-deal-loss-5.mp4\">https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/Animation-deal-loss-5.mp4<\/a><\/video><\/div>\n<\/div>\n<p><span style=\"font-weight: 400;\">After selecting the loss reason for a specific deal, you will see it in the deal's status.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow alignnone wp-image-13775 size-full\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/Paul-Arthur-Jonville-deal1-Google-Chrome_220419172705-e1650379376705.png\" alt=\"deal page\" width=\"895\" height=\"519\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/Paul-Arthur-Jonville-deal1-Google-Chrome_220419172705-e1650379376705.png 895w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/Paul-Arthur-Jonville-deal1-Google-Chrome_220419172705-e1650379376705-300x174.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/Paul-Arthur-Jonville-deal1-Google-Chrome_220419172705-e1650379376705-768x445.png 768w\" sizes=\"(max-width: 895px) 100vw, 895px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">You will be able to see the graph with the most common reasons behind your lost deals in Deals statistics.<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"shadow alignnone wp-image-13989 size-full\" src=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/deal-loss-metric.png\" alt=\"\" width=\"876\" height=\"411\" srcset=\"https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/deal-loss-metric.png 876w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/deal-loss-metric-300x141.png 300w, https:\/\/snov.io\/knowledgebase\/wp-content\/uploads\/2022\/04\/deal-loss-metric-768x360.png 768w\" sizes=\"(max-width: 876px) 100vw, 876px\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Learn more about Deals statistics in this <a href=\"https:\/\/snov.io\/knowledgebase\/how-to-review-deals-statistics-in-snov-io-crm\/\">article<\/a>.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Feel free to email us at <a href=\"mailto:help@snov.io\">help@snov.io<\/a> or send a message in the live support chat anytime you need clarification on this topic.<\/span><span style=\"font-weight: 400;\"><br \/>\n<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Outline: How to enable and add Deal loss reasons How to move deals to Lost stage and apply Deal loss reasons Sales reps among their many wins inevitably lose some deals. But as the saying goes, sometimes you have to lose in order to win again.\u00a0 This is why we believe that our handy Deal [&hellip;]<\/p>\n","protected":false},"author":16,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[665],"tags":[],"_links":{"self":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/13754"}],"collection":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/users\/16"}],"replies":[{"embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/comments?post=13754"}],"version-history":[{"count":5,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/13754\/revisions"}],"predecessor-version":[{"id":44891,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/posts\/13754\/revisions\/44891"}],"wp:attachment":[{"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/media?parent=13754"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/categories?post=13754"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/snov.io\/knowledgebase\/wp-json\/wp\/v2\/tags?post=13754"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}