Deals

How can I customize the options for the Closed-Lost Reason deal property?

Last updated: November 1, 2017

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By default, the Closed-Lost Reason property that is presented when a deal is lost is a multi-line text property.

 This property can be changed to be a different property type and have different default options.

  • To customize this field, navigate in Sales to Settings > Properties > select Deal properties at the top of the screen.
  • Use the search box to search for Closed Lost Reason. 
  • Hover over the Closed Lost Reason property in the table and click Edit

  • If you'd like to provide users with a list of predefined options when filling out this property change the Field Type to Dropdown select and add your first option in the Dropdown options section. Click Add an option to add additional options.
  • Click Save to save your changes.

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