Setting Up Fallout Reasons

To set up fallout reasons, use the Fallout Reason (RSF_FALLOUT_RSN) component.

This topic discusses how to set up fallout reasons.

Page Name	Definition Name	Usage
Fallout Reason Page	RSF_FALLOUT_RSN	Define reasons to describe why an opportunity is lost.

Use the Fallout Reason page (RSF_FALLOUT_RSN) to define reasons to describe why an opportunity is lost.

Navigation

select Set Up CRM, then select Product Related, then select Sales, then select Lead and Opportunity, then select Fallout Reason, then select Fallout Reason

Image: Fallout Reason page

This example illustrates the fields and controls on the Fallout Reason page.

Enter a status, description, and long description (for example, Customer Cancels Purchase, Lost Deal on Price, and Couldn't Meet Delivery Date) to identify the reasons why an opportunity might be lost. Create as many fallout reasons as you need.

Setting Up Fallout Reasons

Page Used to Set Up Fallout Reasons

Fallout Reason Page