Ability to Edit/Customize Default "Lost Reason" in Opportunities
R
Rishabh Joshi
Currently, when marking an opportunity as Lost in the Opportunities pipeline, the “Lost Reason” field is a fixed system field and cannot be edited or customized.
Many agencies would benefit from the ability to tailor lost reasons to their unique sales process (e.g., “Budget Constraints,” “Chose Competitor,” “Timing Not Right,” etc.). Having customizable lost reasons would improve reporting, pipeline insights, and help teams better understand why opportunities aren’t closing.
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