Ask why a HubSpot deal was lost and log the answer

Win-loss reasons are only useful if someone writes them down while they are fresh. When a deal reaches the stage you choose (Closed lost), this asks the deal's owner by email why it was lost.

Their answer goes in your Lost deals sheet beside the deal, its amount and its owner. If they do not answer within three days, the deal is still logged with no reason.

HubSpotWhen a deal reaches a stage. Save it as deal.When a deal reaches a stage. Save it as deal.

Lost deals sheetSet lost_deals_sheet_url to blank.

Ask the deal owner why it was lostRequest a written reply: Why did we lose deal.dealname? Save it as why. Who to ask: deal.owner_email Time limit (hours): 72deal.dealname (deal.amount_display) owned by deal.owner_name. A sentence or two is plenty.

Add to the lost deals sheetAdd a row in lost_deals_sheet_url. Save it as logged.Google Sheets