Operations System - Customize Opportunities "Lost To" Dropdown

1. Navigate to "System"

   You can customize the Opportunities "Lost To" dropdown to include selections relevant to your workflow for Opportunities. To begin, navigate to the "System" section in the Operations Portal.

   

2. Click "Settings"

   Then, click "Settings" to access the configuration list screen. In order to access and update "Settings" the account will need to be set up either as an "administrator or a "superuser", or have the role of: "settingEdit".

   

3. Type in "jobCompetitors" to search

   Type in "jobCompetitors" into the search bar to find the specific setting for managing competitor names.

   

4. Click the more details icon

   Click the more details icon.

   

5. Input the competitor names

   Scroll down to the "Values" field tab where the dropdown options are stored. In the "Value" field, enter the list of "Lost To" values you want to add to the dropdown menu, ensuring the values are separated by commas and each enclosed with quotations.

   

6. Click the "Save" button

   Select the "Save" button to make the updated changes.

   

7. "Lost To" dropdown

   To verify the configured options, go to an opportunity and select the "Lost To" dropdown

   

8. Verify the new competitors

   Confirm the new selections are available