Managing Won & Archived Reasons

Recording the reasons why you either win or archive (lose) a sales project is vital in analyzing how your team is performing and identifying areas that can be improved upon.

Once you have built your won/archived reasons lists with options relevant to your company, Membrain will ask why the sales project was won or archived when closing and help you gain further insights into your strengths and weaknesses in various places throughout Membrain, including the Win/Loss Analysis.

Managing Won/Archive Reasons

Administrators of Membrain can add and edit win/archive reasons. 

  1. Go to Profile Picture (bottom left)
  2. Click on System Setup > Sales Projects - Won & Archived Reasons

From here, you can:

Add Won/Archived Reasons 

  1. Click on +Add won reason / +Add archived reason.
  2. Enter the reason that explains why you won or lost the deal.
  3. Click Save.
  4. Continue adding reasons until you have a complete list.

Edit Won/Archived Reasons

You can edit and also merge reasons in your list without losing any data that has historically been recorded for closed sales projects

  1. Click on a reason in the list you would like to merge with another.
  2. Click Merge.
  3. Select the option you would like to merge with from the drop-down list.
  4. Click Merge.