Lost Reason Additional Details Field
E
Errol Dalhouse
We would like the ability to add conditional or dynamic fields within the Opportunity (pipeline) view, specifically when marking an opportunity as “Lost.”
Currently, we can select a “Lost Reason” (e.g., competitor, price, not in service area), but there is no built-in way to capture additional context tied to that selection in a structured and guided way.
Our goal is to have an additional field (or fields) that only appears when a Lost Reason is selected, allowing users to input more specific details related to that reason.
For example:
If “Competitor” is selected → display a field to enter the competitor name
If “Price” is selected → display a field to enter pricing details or objections
This conditional behavior would ensure the additional field is only shown when relevant, keeping the interface clean while still capturing valuable data.
This feature would significantly improve reporting, data accuracy, and sales insights by allowing teams to collect meaningful context behind lost opportunities directly within the CRM, instead of relying on generic notes or external tracking.
Log In