Changing a field type to drop down on sales pipeline 'Closed Lost Reason'

Academy HubSpot Academy Support
1

I have been on livechat to HubSpot but have exhausted all options on how to fix this so hoping someone may have some advice.

On my sales pipeline, when a deal is ‘Lost’ it asks for a reason as to why which is perfect. However, I want there to be a drop down menu instead of having the option to write a reason.

On Live chat they instructed me to go into settings>properties>filter by deal properties>closed lost reason>field type> change multi-line text to drop down.

When I do this and click on milti-line text, I get an error message that says “This property cannot be changed as it is in use by 1 app”.

There was one deal under lost, which I have now deleted, I have cleared my cache incase this was an issue and I am still getting the same error message displayed each time.

Does anyone know how I can overcome this and change this field to a drop down?

Thanks.

2

@LCompton,

To be honest, I don’t think I would not change this. :thinking:

But, to change it, you would have to remove all areas where it has been used historically.

Here’s an idea:

I would leave this as it allows people to write specifics but, I would add the dropdown as a custom property and then make it a required field in that deal stage.

This way you are collecting readable as well as segmented data at the same time.

Just my two cents and a possible different way to look at it.

If you have additional ideas or reasons, I’m all ears.

3

Thanks George.

I have managed to fix this my removing it as a required field when closing the deal, editing the properties to add the drop down, and then adding it as a required field again.