Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Opportunity Closed Reasons Screen

Use the fields and options to configure the Manage Opportunity Closed Reasons screen.

Table Window

Use this table window to view and/or enter opportunity closed reasons. Click New to add a new line.

Field Description
Reason Code

Enter an opportunity closed reason code.

There are three Costpoint-defined opportunity closed reason codes that display automatically in this field. You cannot modify or delete these codes. Costpoint-defined codes are as follows:

  • DNP: Did Not Pursue
  • LOST: Lost
  • WON: Won

For user-defined codes, once the code is assigned to an opportunity, you will not be able to delete it on this screen.

Reason Description Enter a description for new opportunity closed reason codes. For existing codes, you can modify this field for both user- and system-defined opportunity closed reason codes.
Show in Lookup

This check box is selected by default for both user- and system-defined closed reason codes, but you can modify it. Keep it selected to display the closed reason code in the lookup of the Closed Reason field on the Manage Opportunities screen. Only those codes that are available in the lookup can be used for new records in Manage Opportunities.

If you clear this check box for a code that was already used in an existing record in Manage Opportunities, you will still be able to save that record as long as you do not replace the closed reason code for that record.

Source This field displays System (system-defined code) or User (user-defined code). You cannot modify this field.