Lost Deals shouldn't be inactive

Needs a little fleshing out, but I think that Closed Lost sponsorshop deals should NOT be inactive, only deals closed in error should truly be inactive. We need another active Deal Status for "Closed Lost" (like Draft, Proposed and Contracted). Almost every data source in the reports excludes inactive deal sheets, which actually makes it hard to build reports that need to include both wins and losses together (e.g. renewal results, conversion rates, etc). A new active status for "Closed Lost" along with locking deals via worfklow when lost could work better I think.

  • Russell Scibetti
  • Jul 16 2020
  • Future consideration
  • Attach files
  • Russell Scibetti commented
    8 Sep, 2020 02:21pm

    Additionally, it would be great to differentiate lost deal from duplicate deals in the deal sheets grid when you view "inactive" deals.

  • Russell Scibetti commented
    8 Sep, 2020 02:20pm

    Would love to discuss this with somene! (RS)