Mar 21, 2023
1512
Sales Opportunity Status Reasons provide you with a way to categorize why a sales opportunity may be in a certain stage. For example, if a sales stage is "on-hold", you may use the sales opportunity status reason to provide further clarification on why the opportunity was put on-hold. Sales Opportunity Status Reasons are also used for reporting purposes that will allow you to further analyze
- Click Setup
- Click Sales Opportunity Status Reasons in the Sales Funnel section. A list of the Sales Opportunity Status Reasons already configured in your system will be displayed (none will be configured by default)
- Click the Add button
- On the Add/Edit Sales Opportunity Reason screen, enter a Name for the reason
- Click Done to save the new reason
NOTE: You may also add new reasons "on the fly" when creating a new opportunity in the Sales Funnel module. |