{"id":1697,"date":"2025-10-22T17:14:04","date_gmt":"2025-10-22T17:14:04","guid":{"rendered":"http:\/\/gogetmuscle.com\/?p=1697"},"modified":"2025-10-22T17:44:39","modified_gmt":"2025-10-22T17:44:39","slug":"how-to-limit-disqualified-reasons-to-early-deal-stages","status":"publish","type":"post","link":"http:\/\/gogetmuscle.com\/index.php\/2025\/10\/22\/how-to-limit-disqualified-reasons-to-early-deal-stages\/","title":{"rendered":"How to Limit Disqualified Reasons to Early Deal Stages?"},"content":{"rendered":"<p><P>Hi everyone,<\/P><P>\u00a0<\/P><P>I\u2019m updating our Closed Lost reasons in HubSpot and want to enforce some stage logic for cleaner data. Specifically, I\u2019d like <STRONG>Disqualified<\/STRONG> reasons to only be available when a deal is closed lost <STRONG>from the Discovery stage or earlier<\/STRONG>.<\/P><P>\u00a0<\/P><P>Here\u2019s the setup so far:<\/P><UL><LI>We have a single \u201cClosed Lost Reason\u201d dropdown (includes Lost, No Decision, and Disqualified options). (Screenshot below)<\/LI><LI>A workflow automatically sets a \u201cClosed Category\u201d property (Lost \/ No Decision \/ Disqualified) based on the reason selected.<\/LI><LI>Reps select a reason when moving a deal to <EM>Closed Lost<\/EM>.<\/LI><\/UL><P>\u00a0<\/P><P><STRONG>Goal:<\/STRONG><BR \/>Prevent or flag deals that are marked <EM>Disqualified<\/EM> if they were in stages <EM>after Discovery<\/EM> (e.g., Proposal, Negotiation). Ideally, I\u2019d like the Disqualified reasons to be hidden or blocked once a deal has progressed past Discovery.<\/P><P>\u00a0<\/P><P>Has anyone found an effective way to do this?<BR \/><BR \/><\/P><P><span class=\"lia-inline-image-display-wrapper lia-image-align-inline\" style=\"width: 400px\"><img src=\"data:image\/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==\" role=\"button\" title=\"CGracey1_0-1761153124712.png\" alt=\"CGracey1_0-1761153124712.png\" class=\"lazyload\" data-src=\"http:\/\/gogetmuscle.com\/wp-content\/uploads\/2025\/10\/medium-4\"><\/span><\/P><P>\u00a0<\/P><P>Any best practices or workarounds would be greatly appreciated!<\/P><P>\u00a0<\/P><P>Thanks in advance,<BR \/>Cat<\/P><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hi everyone,\u00a0I\u2019m updating our Closed Lost reasons in HubSpot and want to enforce some stage logic for cleaner data. Specifically, I\u2019d like Disqualified reasons to only be available when a deal is closed lost from the Discovery stage or earlier.\u00a0Here\u2019s the setup so far:We have a single \u201cClosed Lost Reason\u201d dropdown (includes Lost, No Decision, [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":1699,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[14],"tags":[],"_links":{"self":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1697"}],"collection":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/comments?post=1697"}],"version-history":[{"count":2,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1697\/revisions"}],"predecessor-version":[{"id":1700,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/posts\/1697\/revisions\/1700"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media\/1699"}],"wp:attachment":[{"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/media?parent=1697"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/categories?post=1697"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/gogetmuscle.com\/index.php\/wp-json\/wp\/v2\/tags?post=1697"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}