Setting up won reasons

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Use the Won Reasons setup screen to enter the reasons that clients decide to enter into a business relationship with your firm. Tracking this information enables your firm to track the effectiveness of marketing campaigns and other efforts to attract clients.

Note: This screen is available only if you are licensed for the Client Management module.

To set up won reasons, follow these steps.

  1. Choose Setup > Client Retention Descriptions > Won Reasons.
  2. On the Won Reasons setup screen, click the Add button.
  3. Enter a reason in the Description field. An example might be "Comprehensive Services."
  4. Click Enter to save the won reason.

The won reasons that you enter on this screen can be selected in the Won reason field on the Main tab of the Clients setup screen.

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