Creating a lost reason
You can create a lost reason.
About this task
To create a lost reason:
Procedure
- From the tree in the application rules side
panel, choose
Opportunity > Lost Reason. The Lost Reasons window displays in the work area. - Choose the Create New icon. The Lost Reason Details window displays.
- In Lost Reason, enter the lost reason as you want it to appear throughout the system.
- In Short Description, enter a brief description of the lost reason.
- In Long Description, enter a more detailed description of the lost reason.
- Choose the Save icon.