Business opportunities can sometimes lead to successful partnerships and sometimes, it can be unsuccessful. When the last request in the sales cycle is rejected, the opportunity status changes automatically from Undecided to Lost. When opportunities are lost, it is useful to record the reasons for losing the opportunities. Reasons for losing business opportunities can be used to analyze the effectiveness of the current sales cycle process and marketing activities. Some of the reasons for losing an opportunity could be due to strong competition, existence of other attractive deals available in the market, and product pricing. You can use the reasons available on this page to indicate the reason an opportunity was lost in the opportunity card with the status Lost.
For more information on the relationship between the status of the opportunity and the request in the sales cycle, see Overview of sales cycles.
All users can access this page. To create, modify, and delete the reasons, function right 604 – Maintain opportunity master data is required. Users with the General manager, Customer manager, or Marketing manager role have this function right.
To view, and edit the opportunity cards, function rights 721 - Allows to view Opportunity cards, and 739 - Allows to edit Opportunity cards are required. Users with the SALES View opportunity cards, F&A A Maintain Accounts (customers), SALES Power User Opportunities, or Sales manager role have this function right.
The information in this document is applicable to product update 257 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind: All fields with the "!" icon are mandatory.
Click this to update the list of reasons.
Click this to create a reason.
Click this to remove the selected reasons from the system. A message "Are you sure that you want to delete this record?" will be displayed. Click OK to delete or Cancel to cancel the deletion.
Click this to exit.
Click this to set an opportunity as a lost opportunity.
Select the check boxes to determine the reasons that you want to delete from the system.
This displays the codes that identify the reasons for losing the opportunities.
This displays the descriptions of the reasons.