You can set up close opportunity codes for the different reasons you usually close sales opportunities, for example, to specify that you won the deal.
Later, you can see how many opportunities have been closed for that reason in the Opportunity Statistics window.
To set up a close opportunity code
In the Search box, enter Close Opportunity Code, and then choose the related link.
On the Home tab, in the New group, choose New.
Fill in the Code, Type, and Description fields.
Repeat these steps to set up as many close opportunity codes as you want.
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |