Lost Reason field
complete
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Clint Hosman
When moving an opportunity to "Lost" the default field "Lost Reason" field pops up BUT this field accepts any old answer my sales reps type in which means theres a number of useless Lost Reasons that i can not report from and becomes burdensome to sort. :(
I'd like the ability to either add my own values without creating a redundant custom field or at least be able to remove the reasons my reps put in.
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A
Anamari D.
This ticket is not complete yet. There should be an option to not allowed creating new lost reasons for non-admins. It's a MUST option. Now we have 100's of reasons and it's no way to make some useful statistic. Deleting and giving instruction is newer ending story. I also blocked this option with custom JS, but some of the agents somehow find the option to be creative here.
So please add some toggle "allow / do not allow" new lost reasons from opportunity level. Or one more check box in permission settings (My Stuff).
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Meg Slatyer
We need to be able to toggle on/off the ability for non-admin users to edit lost reasons (and all other fields to be honest)
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Pallavi Kothari
marked this post as
complete
It is possible
You can go to Custom fields> Lost Reason > Select it and edit the same and then set the Lost Reasons you would like to allow
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Felipe da Power
Pallavi Kothari but still man! The sales rep can type and create a new option, get it? We need the ability to remove this possibility.
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Carissa Bennett
Felipe da Poweragreed!!
Them not know what they’re doing and creating 10 versions of the same lost reason.
It should act like any other custom field where we set them and they select them. I don’t want the team making up random reasons. I need to be able to report on them too but can’t do that yet 😢 Pallavi Kothari
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Carissa Bennett
you can remove the ones your reps add in, just go into custom fields, find the lost reason and remove the fields you don't want as options. I agree though, perhaps where lost reason options cant be added at the opportunity card level
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Salvador Castillo
Yes the ability to create a dropdown menu with our own options or taking it from a custom field would be great!