Reporting or filter view for Lost Reason Comments

HIG Admin
HIG Admin Posts: 6

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!

0
0 votes

· Last Updated -