Configure reasons for retraction
|This article is for administrators or roles with similar permissions|
Admins can specify a list of reasons from which sales representatives must choose when retracting a proposal. The options you add appear in a drop-down after a sales representative starts the retraction process.
To add or remove retraction reasons:
- Navigate to the Admin tab and then click Sales.
- Under the default General tab, scroll down to the “Reasons for retraction” section.
- Click the x next to existing reasons to remove them.
- Enter a new reason in the “Add new reason” box.
- Click Save.