How to View the Reason for a Closed Opportunity in CRM

Overview:

This article outlines the procedure for checking the reason behind a closed opportunity.

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates(X4A) and open it.  

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. From CRM’s left navigation menu, locate the Sales section. Then, click Opportunities.

6. Search and open the opportunity that you want to view. You may use the view drop-down menu or the Filter by keyword search bar.

7. Click the Subject to open full opportunity details.

8. Navigate to the Timeline tab.

9. The reason for the opportunity closure will be displayed.