Do you ask for won and lost reasons?

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Hi all,

I'll ask for the lost reason (instead of "Canceled/out-sold" i'll have lots of options like: price disadvantage, no solution fit, etc.) and I'm wondering if it's a good idea to ask for the won reason also.

Thanks,
Sof

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Hugo Silva 1,374 on at

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RE: Do you ask for won and lost reasons?

Hi S_CRM,

You can`t to do this on the CRM. The close opportunity (lost or won) is a internal CRM Dialog box, unless you deactivate the buttons. Actually for one of my clients I had to create a new dialog box because the need as well the reason why/how they won.

The only way to do this is throw:

Remove the buttons from the toolbar.

Add a new status reason to indicate the status (you can use a workflow to change the status to won or lost)

Or create a new dialogue to do the work.

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Aileen Gusni 44,524 on at

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RE: Do you ask for won and lost reasons?

S_CRM,

Usually, for Won one, we don't ask for reason to won.

We just keep in track in the our Opportunity entity, let's say Note or description.

And yes, you cannot also modify the OOB Close as Won form in CRM..

Thanks.

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Community Member on at

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RE: Do you ask for won and lost reasons?

Thanks. Do you have a list of good reasons to lose an opportunity?

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Aileen Gusni 44,524 on at

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RE: Do you ask for won and lost reasons?

S_CRM,

You mean the standard one?

Can check through the status reason or can check default one here:

msdynamicscrmblog.wordpress.com/.../status-and-status-reason-values-in-dynamics-crm-2013

Or custom one?

Usually we still use the existing one and add more, like Competitor Win, No Money, Cross-Selling, etc.

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Hugo Silva 1,374 on at

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RE: Do you ask for won and lost reasons?

Hi S_CRM,

That depends on the type of business and client, here is a few other options:

-Failed to build trust

-Didn’t reach their needs

-Not focused on close

-Didn`t follow up diligently

-Were Outsold

I don't know if is this what you looking for.

Kind regards / Cumprimentos e boa sorte.

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