Change/Update/Delete Lost Reason | Voters

Change/Update/Delete Lost Reason

complete

TEST USER

Have the ability to change/update/delete the lost reason on opportunities

September 26, 2023

Pallavi Kothari

marked this post as

complete

We have released the feature to update the lost reasons now. You can find it in Setting > Custom Fields - find the lost reason custom field, select it and perform edit action on it.

Pallavi Kothari

Merged in a post:

Lost Reason

Martie Swinhoe

Once a Lost Reason is created, it cannot be deleted and will remain in the dropdown list forever. Can Lost Reasons be more like tags or custom fields that we can erase if unnecessary or misspelled?

January 11, 2024

Dallin Cottle

I agree, this is a must I have multiple clients that have asked for this functionality this month so far. Thanks

Konstantin Podyachev

And have it available in automations, so we can target each reason individually

Jake Barefoot

Konstantin Podyachev: Yes this is much needed

Hunter Sitar

Jake Barefoot 3rd this!

Lacy Judd

Lost reason is HUGE but we need edit/filter abilities just like tags please!

Omar de Santos

It also cannot be reference on any of the automated flows nor can it be used as a trigger. Please change this 🙏🏻