GOGETMUSCLE Community How to Limit Disqualified Reasons to Early Deal Stages?

How to Limit Disqualified Reasons to Early Deal Stages?

How to Limit Disqualified Reasons to Early Deal Stages? post thumbnail image

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?

CGracey1_0-1761153124712.png

Any best practices or workarounds would be greatly appreciated!

Thanks in advance,
Cat

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