Reason for Closed Lost / Won

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Occasional Contributor

Hi, 

 

I've just started using Hubspot and have input our sales pipeline. When i move a deal into 'closed lost' Hubspot is not asking for a reason why.

 

It was my understnading that the Hubspot CRM system would automatically prompt the Hubspot user to select a reason why a deal was lost or won so that we can collect insights. At the moment, when i move the deal too the closed stage it doesn't give me the opportunity to select a reaosn why. 

 

Any help would be greatly appreciated. 

 

Cheers, 

 

Justin

1 Accepted solution

Accepted Solutions
Occasional Contributor

I'm pretty sure you actually have to go in and do this yourself. You can also make closed won/lost reason mandatory

 

How to set up closed won/lost reasons:
https://knowledge.hubspot.com/articles/kcs_article/deals/how-can-i-customize-the-closed-lost-reason-...

How to make properties mandatory:
https://knowledge.hubspot.com/articles/kcs_article/settings/how-can-i-set-required-fields-for-creati...

 

 

Hope that helps!

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12 Replies 12
Occasional Contributor

I'm having this same issue.  Does anyone have any ideas?

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Occasional Contributor

Hi, 

 

I think i've figured this out. We currently use Hubspot CRM Free, to access the 'required fields' feature you must upgrade to premium. 

 

Justin

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Occasional Contributor

I'm on free and using the steps I listed previously, this started working.

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Occasional Contributor

I'm pretty sure you actually have to go in and do this yourself. You can also make closed won/lost reason mandatory

 

How to set up closed won/lost reasons:
https://knowledge.hubspot.com/articles/kcs_article/deals/how-can-i-customize-the-closed-lost-reason-...

How to make properties mandatory:
https://knowledge.hubspot.com/articles/kcs_article/settings/how-can-i-set-required-fields-for-creati...

 

 

Hope that helps!

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New Member

We have the "reason lost" field set up in deals, where do those go? I can't find them anywhere.

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Occasional Contributor

I figured it out. 

 

Go to Settings > Sales > Deals.  Edit your Pipeline(s).  For the Closed Won and Closed Lost stages, when you hover over them, an Edit Properties button will appear on the right.  Click it.  If the Closed lost reason or Closed won reason is not already selected, select it and then select the Required checkbox.  Save the changes and it should work.

Occasional Contributor

Screen Shot 2018-04-04 at 14.22.23.pngWhen i try to select 'required fields' it advises me i must upgrade to professional

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Occasional Contributor

Is that screenshot from the "Update deal stage properties" modal window?

 

Settings, then Sales from the right menu, then Deals from the submenu.  Then under Deal Pipelines and Stages, click the Edit button.  Then next to the Won or Lost steps, click the Edit Properties button.

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Occasional Contributor

Screen Shot 2018-04-04 at 14.39.46.pngHi, this is what comes up when following those steps. Maybe this feature is no longer available in Hubspot free - we only recently joined the platform

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Occasional Contributor

Interesting.  It may work even without setting the field to be required.

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New Contributor

nailed it - thx

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New Contributor

It appears that this feature is now only available with the Professional version. We had been seeing and using this feauture up until about a week ago.

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