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Closing (losing) an opportunity

edited Jun 2, 2025 2:44PM in Ask A Guru 18 comments

Hello,

For the life of me I cannot figure out how to "lose" an opportunity.

There is a Win/Loss reason field, but changing that does not close the opportunity.

I tried looking at hidden fields in the customized form, and there is nothing.

How do I mark an opportunity closed with a loss reason code?

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