How to see Lost reason on Left Sidebar in Deal

Alisha
Alisha Member Posts: 11 VERIFIED MEMBER
First Comment Photogenic
edited September 9 in Sales CRM #1

Is there anyway that I can see the lost reason for leads on sidebar when I open the lead from Kanban view ?

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Answers

  • Axel
    Axel Member Posts: 34 VERIFIED MEMBER
    5 Answers 10 Comments 5 Likes Photogenic
    #2

    Hi @Alisha ,

    Yes in the "Detail" section, you can click on the three dots to edit which fields you want to see

    Then select Lost Reason

    Let me know,

    Axel

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