Exact Synergy Enterprise

Creating and modifying reasons for losing opportunities

Menu path

Customers à Setup à Opportunity management à Reasons lost

Introduction

This page allows you to create, modify and delete reason codes to explain why certain opportunities are lost. The reason codes created here will be used in the opportunity card to denote the reason for the lost opportunity. The reason for losing opportunities is available only when the status of the opportunity card is Lost.

Roles and rights

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.

• For more details on function rights, go to System à Setup à Security à Function rights.
• For more details on roles, go to System à Setup à Security à Roles.

What version are you using?

The information in this document is based on product update 251.

How do I create the reasons for losing opportunities?

1. On the Opportunities: List - Reasons lost page, click New.
2. At Code, define the code for the reason.
3. At Description, type the reason.
4. Click Save.

Keep in mind: All fields with the "!" icon are mandatory.

How do I modify the reasons for losing opportunities?

1. On the Opportunities: List - Reasons lost page, click the hyperlink of the corresponding reason under the Code column.
2. Make the necessary changes, and then click Save.

How do I delete the reasons for losing opportunities?

1. On the Opportunities: List - Reasons lost page, select the check boxes of the corresponding reasons.
2. Click Delete. A message "Are you sure that you want to delete this record?" will be displayed.
3. Click OK.

Related documents

• Exact video library
• Overview of reasons for losing opportunities