Add or Edit a Win/Loss Reason

When adding or editing an opportunity, sales representatives can select from a list of win/loss reasons that you define.

Using this information, you can track the main reasons why your organization is winning or losing opportunities.

1. Click Configuration on the navigation pane.
2. Expand Application Appearance, and then double-click Customizable Menus.
   The Customizable Menus tree opens on the content pane.
3. Expand the System Menus folder.
4. Click Win/Loss Reasons to display the editor.
5. Do one of the following:
   • To add a win/loss reason, click New.
   • To add a new win/loss reason directly below an existing win/loss reason in the tree, select the existing incident win/loss reason and click New.
   • To edit a win/loss reason, click it in the tree.
6. Enter a name for a new win/loss reason or edit an existing one in the Label column.
   The corresponding field in the Label column in the Interface Visibility section is populated or revised as you type.
7. If you do not want the win/loss reason to be visible on the interface, clear the Visible check box.
8. Click Save.