# How to Track Pending Reasons and Documents in Zoho CRM
# How to Track Pending Reasons and Documents in Zoho CRM If you're looking to enhance your workflow in Zoho CRM by tracking pending reasons and important documents, you’re in the right place. This guide will walk you through the necessary steps to get everything set up efficiently. ## Setting Up Pending Reasons ### Step 1: Access the Deals Module Start by navigating to the Deals module in your Zoho CRM account. This is where you'll be managing your sales deals effectively. ### Step 2: Customize the Layout Next, head over to Setup > Customization > Modules and Fields. This is where the magic happens, allowing you to tailor the module to better fit your business needs. ### Step 3: Edit the Deal Stage Field In the layout editor, click on **Settings**, then select **Stage Probability Mapping**. Here, you’ll be able to refine how deal stages are represented. ### Step 4: Add a "Reason for Loss" Field It’s essential to track why deals are lost. To do this, add a pickl...