Shouldn't loss reasons be specific to pipelines ?

FH1504
FH1504 Member Posts: 12 VERIFIED MEMBER
Second Anniversary Name Dropper First Comment Photogenic
in Ideas and Product Feedback #1

Hello,

I use pipelines for:

_ Pre-qualification

_ Deals

_ Projects (instead of the Project modules that is not helpful in my case)

_ Internal Projects (instead of the Project modules that is not helpful in my case)

Obviously, the loss reasons should be specific to pipelines (for the last two, it is actually a closed status).

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  • Hugo Cornu
    Hugo Cornu Member Posts: 3 VERIFIED MEMBER
    First Comment Photogenic 5 Up Votes
    edited February 2024 #2

    Hi,

    Today, all reasons of a "lost deal" are avaible for all our pipelines and it makes no sense for me.


    My teams are drowning in all the different options.

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,362 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    edited April 2024 #3

    Hi @Hugo Cornu , thanks for the feedback! I have moved it to the feedback category so it is visible to our product team.

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