Documentation / Lead & Pipeline Management (CRM) CRM Configuration, Stages & Lost Reasons Updated 2026-08-28 Copy link Print In this section Customize sales pipeline stages, probabilities, fold states, and automated milestone triggers Tailors Kanban workflow columns to reflect your company's fenestration… Configure Lost Reasons, mark deals as lost, unarchive, and analyze win/loss trends Maintains standardized loss reason categories (e.g. Price Too High, Competitor… Manage project classification tags and recurring service revenue plans Organizes opportunity search tags (e.g. Double Glazing, RAL 9016, Motorized… Configure predictive lead scoring rules, mining requests, and general CRM settings Controls global CRM operational switches in WindoorERP, encompassing predictive… Was this article helpful? Yes No What was missing? Send feedback Thanks — your feedback helps. Running a window or door factory? Ask for a demo