Hola! ¡Tenemos nuestra Comunidad en Español!

Allow multiple fields when closing a deal

When prompted for the "Closed won" or "Closed lost" reason, we should be able to ask for more than one field and decide wether or not to make it required. 

 

So when closing a deal the one reason for why it was closed is not enough. It could work as a three question poll with conditional fields in order to get more context and insight into the Sales opportunities and marketing efforts done to get it. Awesome for optimizing SQL definitions

5 Replies
Community Manager
Community Manager

Hey @jc thanks for posting! Your ideas are important to HubSpot as well as to other customers whose needs might fit this feature request. Our Product Managers regularly review top voted ideas and will put every effort into implementing ideas that will benefit the majority of HubSpot's user base and fit in with our product roadmap.

 

In order to get as much information / context to our product team as possible, but also to help others understand what they are voting for could you provide some further detail on why this feature would be useful to your company's overall business processes? If you have a story, example, or use case in which the ability to add more fields when closing a deal, that would be of a huge help. Thank you!

jc Regular Contributor | Platinum Partner
Regular Contributor | Platinum Partner

Yeah, sure. 

So when closing a deal the one reason for why it was closed is not enough. It could work as a three question poll with conditional fields in order to get more context and insight into the Sales opportunities and marketing efforts done to get it. Awesome for optimizing SQL definitions. 

Community Manager
Community Manager

Thank for taking the time to respond @jc, I've edited the body of your idea to add in this clarification!

pbergeron
Occasional Contributor

+1 for this.

 

Actually in our case we'd like to add another field to the closed lost reason: a category of closed lost reason represented by a dropdown list.

 

Eg: 

Closed Lost Reason: "the customer didn't like our proposal"

Closed Lost Category: "Failed Proposal"  (from list of : "No Budget", "Bad Fit", "Too Expensive" etc...  (new field)

Closed Lost Date: 2018-01-01

 

 

 

 

mgoswick
Regular Contributor

I believe this is possible now through editing the "Deal Stages". You can see the documentation below about this.

 

https://knowledge.hubspot.com/articles/kcs_article/deals/set-up-and-customize-your-deal-pipelines-an...