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.
Administrators of Membrain can add and edit win/archive reasons.
From here, you can:
You can edit and also merge reasons in your list without losing any data that has historically been recorded for closed sales projects
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