When we first started using HubSpot we did not configure the Closed lost reason so it defaulted to multi-line text. Now we want to make it a dropdown but I can’t change it because it indicates it has a value in 418 records. When I look at the records there is no value in any of them, so I’m not sure where this is pulling from. Any assistance is appreciated.
Hi @AFlaherty6,
Are you looking at an unfiltered view and are you sure that you have view permissions for all deal records? HubSpot typically doesn’t lie about these things - the most likely explanation is that you can’t see the records.
In any case, unless you’re okay with losing the historic information in the free text field, you could also simply create a new drop-down field and replace the old with the new on the deal stage settings.
Best regards!
Thank you for your reply. Yes, I am looking at an unfiltered view and am
the admin on the account, so can see all records.
I’ll keep researching.
@AFlaherty6 could you share a screenshot of the “Used in” tab of the “Closed lost reason” property?
Hi @AFlaherty6 , You are seeing the unflitered view and still don’t see any data might be the roperty may have had values in the past that were later cleared. The system might still be counting these records as having had values at some point.
What you can do is export (CSV file) all the data along with this property and then check if you can see the value there. Then create the drop down propert and import the data into that.
Hope this helps!
Thanks