You can modify an existing 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.
- For lost reason you want to modify, double-click the Short Description or
the Description text
box.
Note: You cannot modify the content in the Value box.
- In the Short Description box,
modify the 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.
- In the Description box,
modify the detailed description
of the reason. The maximum number of characters you can enter in the Description box
is 100 characters.
- Click Save.