Is it possible to impose a restriction that would prevent users from moving a Deal to Lost status without writing a comment or providing a reason for rejection?
If you have CRM Enterprise, you can use Conditional Status Change
What I do instead - I have a ‘fail safe’ automation that if they change it to ‘lost’ and don’t enter a reason in the ‘lost reason’ text field’, then the status changes to ‘Failed Automation’, sends a notification to the sales rep that their request failed and the reason why.
Desiree - www.thecleverclovers.com