Creating a lost reason

You can create a lost reason.

About this task

To create a lost reason:


  1. From the tree in the application rules side panel, choose
    Opportunity > Lost Reason. The Lost Reasons window displays in the work area.
  2. Choose the Create New icon. The Lost Reason Details window displays.
  3. In Lost Reason, enter the lost reason as you want it to appear throughout the system.
  4. In Short Description, enter a brief description of the lost reason.
  5. In Long Description, enter a more detailed description of the lost reason.
  6. Choose the Save icon.