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Set up pipeline stages, lead sources and lost reasons

Adjust the lists CRM uses - the columns of the pipeline, where leads come from, and the reasons for losing a deal.

CRM 5 steps 1:04 video CRM - Manager
Where to find it CRMConfiguration

Steps

  1. Open CRM, point at Configuration and choose Pipeline Stages.
  2. Each row is a column of the pipeline. Change the Order number to move a stage, or edit its name. Tick Won stage on the stage that counts a deal as won. To add a stage, type its name at the bottom and click Add.
  3. Choose Configuration > Lead Sources. Type a new source, for example "Newsletter", and click Add. It now shows in the Source list when you add a lead.
  4. Click Remove next to a source you no longer use.
  5. Choose Configuration > Lost Reasons. Type a new reason and click Add. It is offered the next time someone clicks Mark Lost. Use Remove to take a reason out of the list.

Note

These lists are shared by everyone who uses CRM in the company, so only managers can change them.

What happens next

See which reasons come up most under CRM > Reporting > Lost Analysis.

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