Require a reason when a lead or deal is archived

MC Member Posts: 70
5 Likes 5 Up Votes First Comment Name Dropper
edited November 2023 in Ideas and Product Feedback #1

In a similar concept to the 'Lost reasons' function in Deals, we would like the user to have to answer an 'Archive reason' question when archiving a lead or deal.

For example:

  • Was a test
  • Was a duplicate
  • etc.

Can you please add this to your feature requests.

I'd imagine you'd have a 'Require archive reason' company setting (yes/no toggle) so users can choose if they want this or not.



2 votes

Submitted · Last Updated