How to access text field labeled "Reason for Loss" when Deal Stage is set to Closed Lost?
When we mark a deal as Closed Lost, a Verify Details pop up screen appears and lists 4 fields:
Amount
Closing Date
Stage
Reason for Loss
I want to create custom categories and reasons so that I can provide our internal teams with information about why a sale is lost.
I'm assuming I can do the same for Closed Won Reasons?