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How Can I Collect a "Lost Reason" as a requirement when an Opp is marked "Closed Lost"?

Ruben Sanchez

Hi,

I am using the out of the box sales stage, "closed lost". Can anyone give me some pointers on using a Process to force reps to choose a "closed lost reason" just before or right after marking an opportunity as lost? Lost Reason already exists as a pick list field that we have added to all opportunities.

I have unsuccessfully tried to design a process, and any real world tips would be wonderful! Thanks!

Parents
  • 0

    Like  we added a field that is conditional the sales stage being Lost.

    We actually have two fields: A dropdown for easy reporting (loss_reason_code_c) with things like "Use of Competing Products", "Perceived Lack of Value", "Lack of Product Capabilities" etc... and a text field for further details.

    We created a custom dependency that makes the loss_reason_code_c required, in 

    custom/Extension/modules/Opportunities/Ext/Dependencies/reason_code_required.php

    <?php
$dependencies['Opportunities']['reason_code_required'] = array(
    'hooks' => array("edit"),
    'triggerFields' => array('sales_stage'),
    'onload' => true,
    'actions' => array(
        array(
            'name' => 'SetRequired',
            'params' => array(
                'target' => 'loss_reason_code_c',
                'label' => 'loss_reason_code_c_label',
                'value' => 'equal($sales_stage, "Lost")' //Set required if the sales stage is closed lost
            )
        ),
    ),
);
?>

    FrancescaS

Reply
  • 0

    Like  we added a field that is conditional the sales stage being Lost.

    We actually have two fields: A dropdown for easy reporting (loss_reason_code_c) with things like "Use of Competing Products", "Perceived Lack of Value", "Lack of Product Capabilities" etc... and a text field for further details.

    We created a custom dependency that makes the loss_reason_code_c required, in 

    custom/Extension/modules/Opportunities/Ext/Dependencies/reason_code_required.php

    <?php
$dependencies['Opportunities']['reason_code_required'] = array(
    'hooks' => array("edit"),
    'triggerFields' => array('sales_stage'),
    'onload' => true,
    'actions' => array(
        array(
            'name' => 'SetRequired',
            'params' => array(
                'target' => 'loss_reason_code_c',
                'label' => 'loss_reason_code_c_label',
                'value' => 'equal($sales_stage, "Lost")' //Set required if the sales stage is closed lost
            )
        ),
    ),
);
?>

    FrancescaS

Children
  • 0 in reply to Francesca Shiekh

    Hi,

    we also use a custom field for "Loss Reason" on Opportunity. The problem we have is related to the use of RLI.

    If we Close Lost a RLI, and Sugar updates the parent Opp as well, it is not requiring to fill in the Loss Reason field at Opp level.

    It should be smart enough to check parent dependencies before saving child record.

    Fixing this type of problem is too time consuming with custom code, and I believe the system should handle it correctly. As it is now, it seems that they've thought about just half of the topic Cry