Question

How to edit data for OpportunityCloseReason (won/lost reasons)

09:41 Jun 16, 2023

In Lead and Opportunity is a list names "Reason for closing" which is populated by some lookup (OpportunitycloseReason it seems).

I find no matching lookup with that name but a configuration object where the values are listed but not editable. How do I edit those values?

Thanks for your help

3 comments

keith schmitt

15:06 Jun 16, 2023

I think it is these.

Anastasiia Zhuravel

15:18 Jun 16, 2023

Hello Christian, Keith,

The needed lookup is called "Opportunity results". If for some reason it's not available in your system, you can create it manually based on "Reason won/lost" object.

Best regards,

Anastasiia

Christian Waidner

15:49 Jun 16, 2023

Anastasiia Zhuravel,

Thank you - I was not aware that the System uses data without an existing lookup and that I have to create those manually to edit the data.

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