Question

My users don't see the deal loss reason screen when they move a deal to the lost stage.

Answer

If the Deal Loss Reason screen does not appear when moving a deal to lost, an admin has to restore this view.

To restore this view

1. 去Settings.
2. SelectCustomize > Deals.
3. 点击Loss Reasonsand checkYesunderAsk users for loss reason.

This change prompts users to select a loss reason when moving a deal to your lost stage.

For more information, see the article:Creating and using deal loss reasons.