we are looking into tracking reasons why our deals are lost. So we want to know if there is a way we can add a note or automation that will ask or provide a list of reasons why a deal was lost and added to the contact history.
the main objective is to collect data that we can use to learn why we are losing deals. and our first approach is to learn what are the reasons for losing the deal.
One way I believe it can be done is by (assuming that we can add multiple notes that will not be overridden)
ex: automate a task “to add a note” when a deal is lost (this is my first intuition)
create a custom field (note) that can live in the contact’s profile (problem is that there could be multiple notes and I believe they will get overridden if I do this).
Questions that come to mind:
-would the note be attached/assigned to a deal?
-Would the note be assigned to the contact profile and history ?(emails, notes, tasks, etc)
-Are notes not possible for lost deals? (notes go away once a deal is lost)
Is there any other options to accomplish our objective.
any help would be great!