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Changing a field type to drop down on sales pipeline 'Closed Lost Reason'
I have been on livechat to HubSpot but have exhausted all options on how to fix this so hoping someone may have some advice.
On my sales pipeline, when a deal is 'Lost' it asks for a reason as to why which is perfect. However, I want there to be a drop down menu instead of having the option to write a reason.
On Live chat they instructed me to go into settings>properties>filter by deal properties>closed lost reason>field type> change multi-line text to drop down.
When I do this and click on milti-line text, I get an error message that says "This property cannot be changed as it is in use by 1 app".
There was one deal under lost, which I have now deleted, I have cleared my cache incase this was an issue and I am still getting the same error message displayed each time.
Does anyone know how I can overcome this and change this field to a drop down?
To be honest, I don't think I would not change this. 🤔
But, to change it, you would have to remove all areas where it has been used historically.
Here's an idea:
I would leave this as it allows people to write specifics but, I would add the dropdown as a custom property and then make it a required field in that deal stage.
This way you are collecting readable as well as segmented data at the same time.
Just my two cents and a possible different way to look at it.
If you have additional ideas or reasons, I'm all ears.
Changing a field type to drop down on sales pipeline 'Closed Lost Reason'
Thanks George.
I have managed to fix this my removing it as a required field when closing the deal, editing the properties to add the drop down, and then adding it as a required field again.