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July 23, 2014
Question

How to filter for "lost" opportunities?

  • July 23, 2014
  • 3 replies
  • 1010 views
This is a simple question for someone who knows the answer!

Does anyone know if the value for the opportunity status that means a quote is lost, is that the "is closed" value?

It's easy to see that "is won" means the opportunity is won, but I'm not sure if "closed" means the opportunity was "lost".

Thanks,
Krista
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3 replies

Kenny_Elkington
Adobe Employee
Adobe Employee
July 23, 2014
Hey Krista,

You're probably looking for the 'Stage' constraint, and the Closed Lost value.
July 24, 2014
Krista,

Kenny is right. Most orgs use the Stage field to determine Opportunity progression. Then there are custom fields that vary from org to org. Contact your sales ops person or SFDC admin to know the right fields for your org.
July 25, 2014
Thank you!