Customizable Win, Archive, and Disqualify Reasons in Process Settings

We’ve introduced a new way to manage Win, Archive, and Disqualify Reasons in Process Settings. This update gives you greater control over how your team categorizes sales outcomes.

What’s New?

• Customize Outcome Reasons – Define specific reasons for each Sales or Prospecting Process.
• Updated Outcome Tab – A cleaner layout for better usability.
• More Accurate Reporting – Keep only relevant reasons in your data.

How It Works

• Allowed Win Reasons and Allowed Archive Reasons for Sales Projects.
• Allowed Disqualify Reasons for Prospects.

3. By default, all reasons are available. Selecting specific reasons ensures better data tracking.

This update helps sales teams maintain structured and relevant sales data, improving decision-making and reporting.

Need help with this update? Visit our Help Center,  contact us via the in-product chat, or reach out to us by email at support@membrain.com.