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    • Opportunity State Reasons
    • Start Date and End Date
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  1. Opportunities

Opportunity State Reasons

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Last updated 1 year ago

Whenever the state of an Opportunity is changed from Open to Won, Lost, Abandoned or Suspended, the user is provided with a list of possible reasons why the state was changed. For example, if the Opportunity's state is set to Won, then there could a number of reasons why it was successful.

For example:

  • You offered the best price.

  • Your service offering was better than the competition.

  • You won the tendering process.

  • You won because it was a direct referral.

You can customize the list of state change reasons to fit your specific business. This can be done by navigating to Settings > Opportunities > Opportunity State Reasons.

There are three reasons why you should consider customising the State Reasons for your business.

Consistency

If you create a list of valid reasons why an Opportunity is Won or Lost it will provide consistent data.

Valuable knowledge

You gain important visibility into the reasons why you win or lose Opportunities. You can use this data to help make decisions about your services.

For example, if you are losing Opportunities based on price, then it might be a good exercise to look at your pricing structure vs. your competitor's pricing structure.

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Once you have collected state reasons for your Opportunities, you can easily create smart lists to bring up the Opportunities related to specific reasons.