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Close Opportunity RRS feed

  • Question

  • Guys,

    When I close an opportunity, I get the Close Opportunity form.  I have the Status Reason pick list, is it possible to add/remove options in this pciklist?

    Cheers

    Friday, December 24, 2010 9:45 AM

Answers

  • Hello, Bharat.

     

    To customize picklist with options you should do following:

    1. Open CRM - Settings - Customization - Customize entities.

    2. Open opportunity record - Attributes - Open Status Reason attribute.

    3. Add required Status Reasons.

    4. Publish opportunity entity.


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    • Proposed as answer by Edwin2win Friday, December 24, 2010 12:52 PM
    • Marked as answer by Jim Glass Jr Monday, December 27, 2010 5:05 PM
    Friday, December 24, 2010 10:45 AM
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