Reason for loss not display

Simon Périé
Simon Périé Member Posts: 24 VERIFIED MEMBER
10 Comments
edited April 2024 in Workflow Automation #1

Hi,

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?

Thanks,
Simon

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Comments

  • Clarissa Martins
    Clarissa Martins Pipedrive Team Posts: 78 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments Photogenic Combo Breaker
    edited February 2022 #2

    Hey @Simon Périé, thanks for bringing this up.

    Honestly I can't say it is that for sure, but would you be so kind as to reach out to our Support team via support@pipedrive.com so that this can be checked? Thanks!

  • Simon Périé
    Simon Périé Member Posts: 24 VERIFIED MEMBER
    10 Comments
    edited February 2021 #3
    Clarissa Silvino said:

    Hey @Simon Périé, thanks for bringing this up.

    Honestly I can't say it is that for sure, but would you be so kind as to reach out to our Support team via support@pipedrive.com so that this can be checked? Thanks!

    Hi Clarissa,

    It's done, I let you know about the answer from the Support team :) 

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