Anyone else having trouble with Automations based on Deal Lost Reasons?
I would like to be able to trigger actions based on what Lost/Closed reason I select when marking a deal Lost. It seems the "Lost reasons" are disconnected with the rest of the Data Fields and not available in the same manner, as in you cannot select this field for use and then be displayed a dropdown list like other multi optioned fields. An example use case, when a deal is marked "Lost-Not Customer Priority" I would like to trigger this opportunity to come back as a Lead in 90 days to attempt to reconnect with the prospect to see if the timing better aligns, knowing its already a qualified lead. This seemingly simple automation doesn't appear to be able to be done with the current tool. Help!