You can add a Lost Reason for an Opportunity, using the
Opportunity Lost Reason Code screen.
About this task
Note: The
fields marked with * in the New Value dialog
box are mandatory.
Procedure
- Navigate to the Opportunity
Lost Reason Code screen. To navigate to the Opportunity
Lost Reason Code screen, perform the following steps:
- Log in to Sterling Business Center as an Enterprise Administrator.
- From the System Setup Home page,
expand the Opportunity menu, and then click Manage
Opportunity Lost Reason.
The Opportunity Lost Reason Code screen
is displayed. Existing lost reasons, if any, are displayed.
- Click the Add icon
in the Opportunity Lost Reason screen. The New
Value dialog box is displayed.
- In the Value box,
ensure that you specify the lost reason. The maximum number of characters you can enter in the Value box
is 40 characters. It is recommended that you specify a unique reason
code.
- In the Short Description box
, ensure that you specify a brief description of
the reason as you want it to appear throughout the system. The maximum
number of characters you can enter in the Short Description box
is 40 characters. It is recommended that you specify a unique short
description.
The description specified here is displayed in the Lost
Reason drop-down list in Sterling Field Sales,
while assigning a reason for a lost opportunity.
- In the Description box,
enter a detailed description
of the reason. The maximum number of characters you can enter in the Description box
is 100 characters.
- Click Save.