Reason for loss not display

Simon Périé
Simon Périé Member Posts: 24
First Comment
edited July 2022 in Workflow Automation #1


I've just use this workflow automation :

  • When an opportunity is moved to the "lost" pipeline stage, the status of the offer is updated to "lost".

There is an issue with this automation : when I manualy change the status from open to lost, I can fill in the reasons for loss thanks to a pop-up message. When the opportunity is defined as lost thanks to the automation, Pipedrive don't ask for the reasons for loss. 

Is this something that also happens to you?