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Narrative Insights is Temporarily Unavailable due to an Infrastructure Issue. Learn how This Impacts Your Account and What to Expect While the Feature is Disabled.
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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