Setting Up Fallout Reasons

To set up fallout reasons, use the Fallout Reason (RSF_FALLOUT_RSN) component.

This topic discusses how to set up fallout reasons.

Page Name

Definition Name

Usage

Fallout Reason Page

RSF_FALLOUT_RSN

Define reasons to describe why an opportunity is lost.

Use the Fallout Reason page (RSF_FALLOUT_RSN) to define reasons to describe why an opportunity is lost.

Navigation:

Set Up CRM > Product Related > Sales > Lead and Opportunity > Fallout Reason > Fallout Reason

This example illustrates the fields and controls on the Fallout Reason page.

 Fallout Reason page

Enter a status, description, and long description (for example, Customer Cancels Purchase, Lost Deal on Price, and Couldn't Meet Delivery Date) to identify the reasons why an opportunity might be lost. Create as many fallout reasons as you need.