Functionality to amend loss reason
I am taking over the management of our base account. Lots of people have historically created many reasons why deals have been lost. I want to be able to bucket these, by editing those reasons already allocated to lost deals? Please could you make it happen for me? PS I love Base
Users are able to adjust Deal loss reasons in Settings>Deals>Loss Reasons.
Agreed. If you go to a deal card, you can see the loss reason in the card, but when you edit, it can't be changed. That can be frustrating, especially if you add more loss reasons and want to provide more specific reasons deals are lost.
Also, it would be nice to cancel out of the deal loss reason pop up. That's not an option. Suppose I look at the choices and I need to add a new one? You can't. It might be neat to be able to add a loss reason on the popup for those that have permission to do so.