Deals

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

Last updated: December 16, 2016

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Sales: Free, Professional

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 to Settings > Deals > select Manage next to Edit your current deal properties, or add new properties
  • Next to the Closed Lost Reason property, click the gear icon > Edit.
  • Change the field type and add options, if applicable

The example below the property is changed to be a dropdown select field, and options are added.

 

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