問題文
A sales manager wants the team to record not just that deals were lost, but why, so patterns can be spotted. What is the appropriate practice when a deal does not go ahead?
選択肢
- Change the amount to zero but keep the stage open, as a signal that it is dead.
- Leave the opportunity in its current open stage indefinitely so it stays in the forecast.
- Move the opportunity to a closed lost stage and capture a reason, so lost deals can be analyzed later.
- Delete the opportunity so the pipeline only shows deals that are still active.