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We’re excited to announce that the 2025 Community Recap is now available! This special recap highlights the amazing contributions and achievements of our members over the year and celebrates the collective success of our community.
Check your personalized recap to see the impact you made in 2025 and how your efforts helped shape our community’s growth and success.
View Your 2025 Community Recap
Thank you to everyone for your passion, collaboration, and support. Here’s to building an even stronger community together in the year ahead!
Win/Loss Reason
Anyone utilizing the Win/Loss Reason field at the opportunity level? I found some threads going back to 2010 asking how to make the field required when a sales order is created, but no one found a solution back then. Same applies for when an opportunity or quote is lost. How do require reps to put in a value? The field doesn't seem to be available for the quote or sales order forms, which makes it that much more difficult to enforce/track.
Also, I noticed that if you list competitors in the opportunity, you can specify if they won. But I don't see how to list your own company as the winner in the Won By field. Do you have to list yourself as a competitor?
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