Does Re-Opening a deal to adapt loss reason, then closing it again change the win rate

TigerHebezeuge
TigerHebezeuge Member Posts: 2 NEW MEMBER
Photogenic
edited April 17 in Sales CRM #1

Hi everybody, we have an automation running, sending reminder emails 4 days after an offer has been sent out, then marking deals as lost after another delay period. For lost deals with highest value we have conducted a call campaign uncovering real loss reasons. Now my question: if I re-open a lost deal (marked lost by automation with "no reply from client"), adapt the loss reason (to e.g. "project postponed/delayed") and then close it again, will the win rate be changed for the running month or for the month where deal was originally marked lost?

Answers

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 212 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 25 Up Votes 5 Answers

    Hi @TigerHebezeuge yes, the new lost time will affect states.

    You can make a filter for such deals and add Lost Time to the list view, which will allow you to change it.