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Opportunity Reason

Copper Contributor
Posts: 15
Country: United_Kingdom

Opportunity Reason

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?

Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Opportunity Reason

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...

Copper Contributor
Posts: 15
Country: United_Kingdom

Re: Opportunity Reason

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

Bronze Contributor
Posts: 930
Country: USA

Re: Opportunity Reason

Diesel, I remember the same thing and I have a client asking for it and it's definitely not working that way these days.

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Copper Contributor
Posts: 15
Country: United_Kingdom

Re: Opportunity Reason

Thanks for your response Kevin - I'm glad it is not just me going mad - although that is a distinct possibility!

Glenn