In Sales (long sales) where is it possible to enter a reason for losing an #Opportunity? We need a way of registering why the Opportunity was lost as well as linking to the competitor that ate our lunch.
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23:16 Aug 05, 2022
Hi John,
Within Opportunity, you could use the column "CloseReason" which is OOTB column. This could state the reason why it lost such as "No Budget" or "Lost" or "Stolen Lunch".
You could then use the column "Winner" which links to the "Accounts" lookup, to list the competitor who won the business - also an OOTB column
Hope that helps.
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