03-12-2012 03:48 AM
I seem to remember in a past version of ACT! that when you Closed - Lost an Opportunity it prompted you to enter a value into the Reason field. Did I dream this or is it still there somewhere?
03-12-2012 01:08 PM
If you are talking about using ACT! 2010 or greater, Reason can be found on the "Opportunity Info"/"Opp Info" tabs of the default oppty layouts...
03-12-2012 03:26 PM
Thank you - but it is the prompt to put a value in this field that I am looking for - when the opportunity status changes from open to closed
07-26-2012 04:36 AM
Diesel, I remember the same thing and I have a client asking for it and it's definitely not working that way these days.
07-26-2012 04:42 AM
Thanks for your response Kevin - I'm glad it is not just me going mad - although that is a distinct possibility!
Glenn
