How to: Set Up Close Opportunity Codes

You can set up close opportunity codes for the different reasons you usually close sales opportunities, for example, to specify that you won the deal.

Later, you can see how many opportunities have been closed for that reason in the Opportunity Statistics window.

To set up a close opportunity code

  1. In the Search box, enter Close Opportunity Code, and then choose the related link.

  2. On the Home tab, in the New group, choose New.

  3. Fill in the Code, Type, and Description fields.

Repeat these steps to set up as many close opportunity codes as you want.

See Also

Tasks

How to: Close Opportunities

Other Resources

Opportunity Statistics