Shouldn't loss reasons be specific to pipelines ?

FH1504
FH1504 Member Posts: 11
Name Dropper First Comment Photogenic 5 Up Votes
edited December 2023 in Sales CRM #1

Hello,

I use pipelines for:

_ Pre-qualification

_ Deals

_ Projects (instead of the Project modules that is not helpful in my case)

_ Internal Projects (instead of the Project modules that is not helpful in my case)

Obviously, the loss reasons should be specific to pipelines (for the last two, it is actually a closed status).

Answers