User roles: Financial office staff, Owner/Manager, Sales director, Sales Owner/manager
Opportunity rejection reasons let you record why a customer turned down an opportunity. This keeps your records accurate and helps you understand customer feedback.
Where to find opportunity rejection reasons
âĄď¸ Click your Profile icon > Settings > Opportunities > Opportunity rejection reasons > View
Your rejection reasons are listed in a table. The first 50 are shown. If you have more than 50, click Load all opportunity rejection reasons to see the rest.
How to add an opportunity rejection reason
âĄď¸ Click Add new opportunity rejection reason
A side panel opens.
Enter the reason in New opportunity rejection reason.
Save the reason.
The new reason is added to the bottom of your list. Repeat this for each reason you want to add.
Note: Each rejection reason needs a unique name. You can't add a reason with the same name as one that already exists.
How to manage opportunity rejection reasons
Reorder your rejection reasons
Drag and drop a row to move it up or down the list. To move a reason straight to the top, hover over its row and click Move to top. This option doesn't appear on the reason that's already at the top.
To sort your whole list in alphabetical order, click Arrange alphabetically A-Z.
The order you set here is the order your reasons appear in the Reject reason dropdown on an opportunity.
Edit a rejection reason
Click Edit on the row you want to change. The Edit opportunity rejection reason panel opens.
Update the reason in Opportunity rejection reason.
Click Save changes.
Names must still be unique, so you can't rename a reason to match an existing one.
Delete a rejection reason
Click Delete on the row you want to remove. The Delete opportunity rejection reason window opens.
Confirm to delete the reason.
You can delete a reason even if it's been used. Opportunities that already have it keep showing the reason as it was. It's removed from your settings list and from the Reject reason dropdown, so it can't be picked again.
Common questions
Do I still need to type "Delete" to delete a reason?
Do I still need to type "Delete" to delete a reason?
No, you no longer need to type "Delete". Click Delete on the row, then confirm in the Delete opportunity rejection reason window.
What happens to opportunities that use a reason I delete?
What happens to opportunities that use a reason I delete?
Opportunities that use a deleted rejection reason keep showing it unchanged. The reason is only removed from your settings list and from the Reject reason dropdown for new selections. There's no Archive option for rejection reasons.
Can two rejection reasons have the same name?
Can two rejection reasons have the same name?
No, every rejection reason needs a unique name. You can't add or rename a reason to match one that already exists.
Does the order of my rejection reasons affect the Reject reason dropdown?
Does the order of my rejection reasons affect the Reject reason dropdown?
Yes, the Reject reason dropdown on an opportunity shows your reasons in the order you set in settings.
Why can't I see all of my rejection reasons?
Why can't I see all of my rejection reasons?
The table shows the first 50 reasons. If you have more than 50, click Load all opportunity rejection reasons to see the full list.
Who can manage opportunity rejection reasons?
Who can manage opportunity rejection reasons?
Users with the Financial office staff, Owner/Manager, Sales director or Sales Owner/manager role can manage opportunity rejection reasons.