*Feature Request* Allow Mutiple Option select for Lost Deal Reason.

Need the feature to allow multiple select option for Lost Reason (from Pre-Defined Options) when marking the deal lost. We are coming across multiple reasons for the lost deals. This feature will let us capture all the lost reasons.

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  • Inês Batata
    Inês Batata Admin Posts: 2,925
    2500 Comments Third Anniversary 5 Likes First Answer
    edited August 2020 #2

    Hi @Vignesh Mallya , thank you for your feedback!

    As far as I'm aware, this is not in our immediate plans, but I've made sure to send your suggestion to our team so they can consider it in future developments.

    As a workaround, I would suggest creating a multiple-choice custom field in your deals, where you can pick multiple reasons for loss. I recommend marking this field as important or required, so you don't forget to fill it in before marking the deal as lost.

    However, keep in mind that this will not cross-reference with the default field for "Lost Reasons" in your reports - at least not for now. We are working on the possibility to include custom fields as variables in your Insights, so once that's out it might be just the solution you're looking for. 😉