Opportunity Lost Reason Trigger
complete
K
Keith Besherse
The ability to trigger off an Opportunity Lost reason.
Different workflows for different reasons.
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P
Pallavi Kothari
complete
We have launched the lost reason triggers across workflow actions.
Please refer: https://ideas.gohighlevel.com/changelog/lost-reason-in-opportunity-automations for further details.
P
Pallavi Kothari
Merged in a post:
🚀✉️ "Lost Reason" Field Missing in Automations! 🛑
A
Alex Pons
Urgent: "Lost Reason" Field Not Available for Automated Messaging!
We've hit a roadblock in our customer engagement strategy. The "Lost Reason" for Opportunities isn't accessible in If/Else actions, limiting our ability to send personalized follow-ups (SMS, WhatsApp, Email) when an opportunity is lost. This gap prevents us from addressing customer concerns directly and tailoring our communication to improve relationships and possibly recover lost opportunities.
Key Points:
- Personalization is Crucial: Custom messages based on the lost reason can significantly boost customer engagement and insights for future improvements.
- Efficiency and Insight: Automating these personalized messages saves time and provides valuable data on lost opportunities.
- Immediate Need: Integrating "Lost Reason" into If/Else actions will allow for smarter, more effective customer follow-ups.
Action Required: We need this integration to enhance our automation capabilities, turning lost opportunities into learning moments and potential re-engagements.
Let's prioritize this feature for better automation and customer relationship management.
K
Keith Besherse
Trigger would be Opportunity Lost, Filter would be the Reason field.
T
Tony Clyde
I have a client with over 20 accounts with us who relies on reporting Lost Reason for their contacts. This simple feature is a great tool for reporting.
K
Keith Besherse
Tony Clyde Yes. Ability to generate a statistical analysis...