Is there a way to make the closed lost reason flow into the deal/contact notes? Right now, when something is marked as closed lost, we force a reason, but that reason stays within the activity and is not in a clear note to quickly see. Thanks in advance
Hey @JKinlin, thanks for reaching out!
Honestly, I wouldn’t recommend storing the closed lost reason in a note since it’ll be super difficult to segment deals based on that. I know that the default “Closed lost reason” property is a text property, so here’s what I would do:
- Create a new “Closed lost reason” property as a dropdown property containing the top reasons why a deal is usually lost
- Add that property to your default deal record view/the pinned properties on the lefthand side of the deal record for easy access and updating
If you’re able to standardize your closed lost reason, it’ll be way easier for you to report on the recurring reasons why deals are lost and identify closed lost deals that are worth remarketing to in the future.
Hope this helps!
Thank you! I am new to Hubspot and figuring out the best way to go about things. Appreciate the communuity!
You got it! Happy to help 
Feel free to share any other questions that arise! Happy HubSpotting!
Saw this and wanted to include a video in case it helps anyone in the future: HubSpot How-To: Create a Closed-Lost Reason Property for HubSpot Deals