Lost Reason Comments Box

Bradley Hammond
Bradley Hammond Member Posts: 3 VERIFIED MEMBER
edited July 2022 in Ideas and Product Feedback #1

Hi,

When a deal is lost we add more detail around why in the Comments box which is underneath the lost reason.  However, this data only seems to appear on the specific deal and not anywhere else like Insights, Deal Filters or in Workflow Automation. 

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It would be great in either Insights or in the Filter view to be able to add this column so at a glance you can read more details into the reason.

I also would like to use it in Workflow Automation, where I have created an automation which emails me when a deal is lost in the final stage of our pipeline. I've set it up so the email includes the information around the deal but it would also be very useful is I could also select this Comments box too.

Many thanks,

Bradley

 

 

 

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  • aboatright
    aboatright Member Posts: 1 VERIFIED MEMBER
    Third Anniversary First Comment
    edited August 2021 #2

    The same here.  I do not seem to be able to find these data in any of the reports.  Since it is already there collecting data entry, it would be much more convenient to have it as a column option in the reports somehow.  I would hate to have to add another field to duplicate this same information.

  • José_82426
    José_82426 Member Posts: 7 VERIFIED MEMBER
    edited June 2022 #3

    Hi, same here. Is there any update on this? @Mike van der Valk 

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