Reason for Closed Lost / WonSOLVE
Mar 14, 2018 8:16 AM
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.
Solved! Go to Solution.
Mar 28, 2018 5:03 PM
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:
How to make properties mandatory:
Hope that helps!