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Workspace setup · Video and guide · 1 min read · Dashboard

Set up deal stages and lost reasons

You set the stages a deal moves through, and the reasons you pick when a lead or deal is lost. Use it so your board and your reports use your own words.

Available on paid plans. Lost reasons work in every workspace.

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Steps

  1. 1

    In the dashboard, open Settings, then Deal Stages.

  2. 2

    Use the arrows to reorder.

    The pencil renames. The bin removes a stage. If deals are on it, Syncdo asks where to move them.

  3. 3

    Type a name in Add Stage, click Add, then Save Stages.

  4. 4

    Open Settings, then Lost Reasons.

    It holds two lists: lead lost reasons and deal lost reasons. Add, rename or remove, then save. Changes apply from now on.

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Questions

How do I change my deal stages?

In Settings, open Deal Stages: the arrows reorder, the pencil renames and the bin removes a stage (with deals on it, Syncdo asks where to move them). Type a name under Add Stage, click Add, then Save Stages. Lost Reasons holds two lists, one for leads and one for deals; add, rename or remove, then save.

Why are Won and Lost not in my deal stages list?

They are not stages. They are how a deal is closed, so you pick them on the deal itself.

Where is each lost-reasons list used?

Lead lost reasons are offered when a lead's stage is set to Lost. Deal lost reasons are offered when a deal is marked lost. Only an owner or admin can change the lists.

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