Capture won and lost reasons

Capturing why deals win or lose turns Pipeline AI from a tracker into a learning system. Without this data, sales improvements are guesswork.

1. 1
   Pipeline settings → Required fields

   On the Won stage, require "Won reason". On Lost, require "Lost reason".
2. 2
   Define the dropdown values

   Keep to 6-8 options each. Too many and people pick "Other" defaulting to noise.
3. 3
   Review monthly

   Reporting → Pipeline → Win/Loss reasons. Patterns emerge fast.