Hi everybody. I'm trying to figure out what is the best way to handle a lost opportunity:
- One final stage (Closed Lost) with an additional picklist to store the "Loss reason"
- Multiple final stages that include the loss reason (e.g. Closed lost - Missing budget; Closed lost - Lost to competitor, etc...)
- Something else?
We want our users to specify the loss reason
when closing an Opportunity: we tried the first solution, creating a field dependency between Stage and Loss reason, and then we added this field to the page layout. The downside is that loss reason is always visible, even though it will be empty most of the times.Thanks, Nicola
3 answers
We've done that in the past, the only real downside to having multiple "Lost" Stages is that the Opportunity Stage field is not like a "regular" Picklist Field. You can't just "rename" values and stuff like that, you need to deactivate them and create new ones (whcih can make Opportunity History Reports wonky). So we switched to a dedicated field for Win/Loss Reason (no regrets)
