Add a Win Loss Reason

Win/loss analysis is crucial for businesses aiming to understand their competitive landscape and optimise processes across sales, marketing, product management, and more. In CRMTray, you can assign a Win/Loss reason to an Opportunity, but these reasons must first be configured for selection.

How to Add a Win Loss Reason:

1. Log in as a System Administrator or Administrator.
2. Navigate to Settings > CRMTray Settings > Company Settings > Win Loss Reasons.
3. Click the 'New' button.
4. Complete the mandatory fields.
5. Click Create.