Lost reason combination of predefined and free-form
Hi,
We have setup PD to allow for predefined Lost reasons, but also allow entering free-form lost reasons in addition to predefined options. This allows us to both have structure for reporting purposes as well as more qualitative data on the reasons lost. See screenshot 1.
This works well, however now want to use the List view to do some analysis as to why we lost. Somehow, I can't add the Comment (optional) field to the list view (see screenshot 2), nor can I see that information anywhere in the deal screen itself.
Does anyone know where the information goes and how I can retrieve it in listviews or reports?
Comments
-
Hey @Gerben de Haan
The free-form Lost Reasons should appear in the Lost Reason field just like defined reasons.
The comment you leave for a Lost Reason is left as a "Note", which due to the nature of Notes, can't be displayed in the List View, but if you take a look at one of your Lost Deals you should see your Lost Reason comment there as a Note.
0 -
David Lorbiecke said:
Hey @Gerben de Haan
The free-form Lost Reasons should appear in the Lost Reason field just like defined reasons.
The comment you leave for a Lost Reason is left as a "Note", which due to the nature of Notes, can't be displayed in the List View, but if you take a look at one of your Lost Deals you should see your Lost Reason comment there as a Note.
Hi David, thanks for the quick answer. That's not what I hoped for unfortunately. Is there a way to add a regular field in the Mark as Lost dialog?
0 -
David Lorbiecke said:
Hey @Gerben de Haan
The free-form Lost Reasons should appear in the Lost Reason field just like defined reasons.
The comment you leave for a Lost Reason is left as a "Note", which due to the nature of Notes, can't be displayed in the List View, but if you take a look at one of your Lost Deals you should see your Lost Reason comment there as a Note.
No, I'm afraid there's not. The feature is built to only correspond as a Note.
0
