Lost Reason for Opportunities
complete
Core Platform
complete
A
Ammon Allen
Core Platform: Thanks for completing this request, where should I go to input a lost reason? I haven't seen it in my pipelines yet. Thanks!
A
Alberto Bos
Ammon Allen: Same thing here.
Any update please?
L
Lynette Smith
Why would the client populate that? I think that would be something we want to populate on our end? I agree with Michael - great idea but also the real solution would be to add custom fields to opportunities - so we can add this and set it up for our business - each person is going to have different reasons....Pixfi for instance I can create my own (and color code them too) which I love.
M
Michael Romrell
Love this, but seems like the real solution would just be to add custom fields to Opportunities. Then we could add this and many other needed and specialized fields.
Core Platform
under review
Core Platform
Merged in a post:
Add a "reason lost" drop down selection when marking opportunities as lost.
T
Thomas Eder
Right now I have clients adding that info to a gdoc. It would be nice to keep it all within HighLevel and see at a glance the reasons opportunities are being marked as lost. Even better if the list of reasons is custom so I can add specific selections like poor credit, couldn't afford, hired another company etc.
HIGHLVL-I-1998
C
Clifford Paulick
Zoho CRM has this: https://www.zoho.com/crm/resources/tips/customize-deal-stage-field.html
G
Gabriela Darblade
That would be great feature to be added, I have a lot of clients requesting this fonction, as they want to also analyse the reason of the loss. This allows them to improve in the loss reasons that depend on them.