Close Reasons

Close reasons let you track why conversations and introductions are closed. Every community comes with a set of default reasons, and you can add your own to match how your team works.

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Why Use Close Reasons

When an admin closes a conversation or introduction, they select a reason from your configured list. This gives you structured data on outcomes instead of relying on free-text notes alone. Over time, close reasons help you:

• Spot trends (e.g., a spike in “Not Interested” closures)
• Understand how conversations and introductions are ending
• Report on advocate and prospect engagement

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Default Reasons

Each community starts with a set of default close reasons. These are created automatically when your community is set up.

Conversation Close Reasons

Reason	Description	System
Unknown	The reason for closing is not known	Yes
Purchased	The prospect made a purchase	No
Competitor	The prospect chose a competitor	No
Not Interested	The prospect is not interested	No
No Response	The prospect did not respond	No

Introduction Close Reasons

Reason	Description	System
Unknown	The reason for closing is not known	Yes
Conversation Started	A conversation was started with the prospect	Yes
No Response	The prospect did not respond	No
Not Interested	The prospect is not interested	No
Wrong Match	The advocate and prospect were not a good match	No

System reasons are managed by Stoked and cannot be renamed or deleted. The “Conversation Started” reason is automatically applied when an introduction is closed because a conversation was initiated with the prospect.

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Managing Close Reasons

1. Go to Settings > Close Reasons
2. Choose Conversation Close Reasons or Introduction Close Reasons

From here you can:

Add a New Reason

1. Click New Close Reason
2. Enter a Name and Description
3. Click Save

The new reason appears at the bottom of the list.

Edit a Reason

1. Click Edit next to the reason
2. Update the name or description
3. Click Save

System reasons cannot be renamed. You can only edit their description.

Reorder Reasons

Use the up and down arrows to change the display order. The order you set here controls how reasons appear in the close form.

Delete a Reason

1. Click Edit next to the reason
2. Click Delete
3. Confirm the deletion

When you delete a reason, any conversations or introductions that were closed with that reason are reassigned to the “Unknown” reason.

System reasons cannot be deleted. If you no longer want a custom reason to appear, delete it and its usage will be reassigned to “Unknown.”

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How Close Reasons Appear

When closing a conversation or introduction, the admin sees a list of close reasons displayed as cards with the reason name and description. They must select a reason before closing. An optional notes field is also available for additional context.