Hi everyone,
I’m updating our Closed Lost reasons in HubSpot and want to enforce some stage logic for cleaner data. Specifically, I’d like Disqualified reasons to only be available when a deal is closed lost from the Discovery stage or earlier.
Here’s the setup so far:
- We have a single “Closed Lost Reason” dropdown (includes Lost, No Decision, and Disqualified options). (Screenshot below)
- A workflow automatically sets a “Closed Category” property (Lost / No Decision / Disqualified) based on the reason selected.
- Reps select a reason when moving a deal to Closed Lost.
Goal:
Prevent or flag deals that are marked Disqualified if they were in stages after Discovery (e.g., Proposal, Negotiation). Ideally, I’d like the Disqualified reasons to be hidden or blocked once a deal has progressed past Discovery.
Has anyone found an effective way to do this?
Any best practices or workarounds would be greatly appreciated!
Thanks in advance,
Cat