Reporting or filter view for Lost Reason Comments

HIG Admin
HIG Admin Member Posts: 5

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!

1
1 votes

· Last Updated -

Comments

  • Aung Latt
    Aung Latt Member Posts: 1
    First Comment

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

  • SimHal
    SimHal Member Posts: 1
    First Comment

    Hi all,

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