I’ve created a new area to choose Closed Won Reasons from a multi-select drop down, but I’m wondering how do I then link this up to the sales process when a rep goes to change the stage to Closed Won. Essentially this question and options should pull up right after that happens. This should also be a required field.
Hi @PZickert,
1. Go to Settings > Objects > Deals > Pipelines
2. Select the pipeline you are working on
3. When you hover over the ‘closed won’ row, a button labelled ‘edit properties’ will appear on the right hand side. Click that
4. You’ll see a pop up box allowing you to select which properties you’d like to update. Make sure the ‘required’ check box is ticked.
Hope that helps!
Jeremy O’Connell
Business Development Manager
Modern Visual
m: 0432 911 861
p: (03) 9008 1980
a: 49 Lathams Road, Carrum Downs VIC 3201
Hi @PZickert,
Navigate to Settings > Objects > Deals > Pipelines and make sure the correct pipeline is selected in the dropdown at the top. Hover over the “Closed won” stage and you should see and Edit properties button appear. This is where you can add your property.
(This is a Sales Hub Professional or Enterprise feature. It can’t be done / achieved in the free CRM or Starter, as far as I know.)
Hope this helps!
That was fantastic, thank you very much!