Reporting or filter view for Lost Reason Comments

HIG Admin
HIG Admin Member Posts: 4 VERIFIED MEMBER
edited July 2022 in Ideas and Product Feedback #1

Would love to have the ability to see Lost Reason Comments alongside the Lost Reason. Lost Reason becomes a detail field in the deal record when a deal is marked as lost, but the comments become a note. It would be great to see them side-by-side for the purpose of reporting/insights. As of now, there's no way to see the Lost Reason Comments unless you open up an individual deal. But it would be helpful to view trends in the Lost Reason Comments. Thanks!

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  • Aung Latt
    Aung Latt Member Posts: 1 VERIFIED MEMBER
    First Comment
    #2

    Agree with the suggestion. I don't understand why it wouldn't be available.

  • SimHal
    SimHal Member Posts: 2 VERIFIED MEMBER
    Photogenic First Comment
    #3

    Hi all,

    is there any update regarding this subject? would be interestend in a possible solution - thx in advance :)

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