Create a dependency between the Stage field and the new Close Reason field. Note: Not all Stage values will have a dependent Close Reason.
When you get to step 3. There is no Stage listed in the Controlling Field pull-down menu.
- While still viewing the Opportunity object Fields & Relationships, click the Field Dependencies button.
- Click New, and set up the new field dependency.
- Select Stage as the Controlling Field.
- Select Close Reason as the Dependent Field.
- Click Continue.
- At the top of the table, click Next until you see the Closed Won and Closed Lost columns.
- Double-click inside cells to select the appropriate Close Reasons in the Closed Won and Closed Lost columns.
- Closed Won: Select all values starting with “Won”
- Closed Lost: Select all values starting with “Lost”
- Click Preview, then test the dependency by selecting different stages and viewing the different close reasons available for each stage.
- Click Close to close the preview window.
- Click Save, and click OK to accept the warning that not all dependent values have been included.
3 answers
Dean, I have similar issue, what do you mean by create the fields for closed reason?