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Win/Archive Reasons

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Recording the reasons why you either win or archive a sales project is vital in analyzing how your team is performing and identifying areas which can be improved upon.

Once you have built your won/archive lists with options relevant to your company, Membrain will ask why the sales project was won or archived when closing, and help you gain further insights into your strengths and weaknesses in various places throughout Membrain, including the Win/Loss Analysis.

Managing Win/Archive Reasons

Administrators of Membrain can add and edit win/archive reasons. 

  1. Profile Picture (bottom left)
  2. System Setup
  3. Sales Projects - win/archive reasons 

From here, you can:

Add Win/Archive Reasons 

  1. Click on +Add won reason / +Add archived reason
  2. Enter the reason that explains why you won or lost the deal
  3. Click save
  4. Continue adding reasons until you have a complete list

 

Edit Win/Archive Reasons

You can edit and also merge reasons in your list without loosing any data that has historically been recorded for closed sales projects

  1. Click on a reason in the list you would like to merge with another
  2. Click Merge
  3. Choose the option you would like to merge with from the drop down list 
  4. Click Merge