Adding remarks for deal states

In our previous article we discussed on how to mark deal states (eg: Won/Lost/Abandon/Reopen). If you haven’t seen that yet, you can do so by clicking here

Now you could pre-define standard remarks for each of the deal states. So next time when you mark a deal as either Won/Lost/Abandon/Reopen you will be prompted to select a remark in order for the state to be labelled on the deal.

In order to set remarks for deal states, make sure you configure this feature within the Pipeline Management (given you are an admin). Or you can request your CRM admin to configure the feature for you.

  1. Go to Manage Pipelines
  2. Select the Pipelines tab
  3. Select the Won Lost Reasons icon next to your intended pipeline
  4. Select the deal state tab and Set your remarks and click Save or Update

So next time when you mark a deal state, you will be prompted to select a remark for the deal to be labelled to the selected state

For better understanding, watch our video tutorial here