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AnswerOpp Close Status drop down

  • Wednesday, November 04, 2009 4:03 PMMSCRM MAN Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Hi Guys,

    within the Oppertunity record when I select "Actions>> Close Oppertunity" I have options to set the opp status as either won or lost and then I have some default value in the status reason pick list - can this pick list be edited with my own status?

    Thanks in advanced!

Answers

  • Wednesday, November 04, 2009 4:24 PMckeller Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     Answer
    Hi,

    open the opportunity entity in the customizations area, go to the attribute statuscode -> Choose the appropriate state for which you would like to enter a new reason and add it

All Replies

  • Wednesday, November 04, 2009 4:24 PMckeller Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     Answer
    Hi,

    open the opportunity entity in the customizations area, go to the attribute statuscode -> Choose the appropriate state for which you would like to enter a new reason and add it
  • Wednesday, November 04, 2009 4:49 PMMSCRM MAN Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Thanks - I was being blind and didn't see the "status" drop-down for Open/Won/Lost.

    Thank you :)