Lost reasons - renaming the existing ones duplicates the entries in the report
We had 4 lost reasons. I changed the name of the same existing lost reasons. Basically just translation changes. I did not delete or add anything - just changed the existing ones.
Now in reporting, the old wording stayed there with its old values and the new translations appeared as if these were NEW lost reasons - but in fact they are the same ones.
It seems like in the database they don't have their IDs but that the values are linked to their names. Horrible. Now the whole reporting is wrong. What shall I do now please? Thanks!
Best Answer
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Select deals from the list view and update lost reasons manually. If the previous lost cause was X, if you manually made the new lost cause Y, you should manually make the lost causes that are X -Y. The problem will be solved after that.
If your problem persists, send me an email. I will be happy to help you.
yakupinac17@gmail.com
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Answers
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Not sure what you mean. Do you say that I shall revert back to the original wording? Can you please clarify a bit more.
Thanks a lot!
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Bulk updates to Lost Reasons.
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This worries me, because I did change the text of several of my Lost Reasons last fall.
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This helped. I had to create a filter in Deals view with the old wording of the Lost reasons and bulk change them to the new wording. Shame on pipedrive for this beginner mistake. @inacyakup THANK YOU for your help, really appreciated.
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