Close Lost workflow

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hi

I need to set up closed lost reasons via a drop-down, and the list of drop-down options need to vary by pipeline. For example, we will have different lost reasons for our Sales Pipeline than for our Renewal Pipeline.

Is this possible?

Thank you,

Megan

2

Hi @MMurphy27,

Yes, this can be done with conditional options for properties :slightly_smiling_face: Limit available options based on a controlling property

Best regards!