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In INFOR CRM- In Admin, then In Entity Manager I am not able to create filter option. In Opportunity- Need reason wise filter option in STATUS-[ Closed Lost, Closed Lost, Inactive ], to sort the data.

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In Opportunity- Need reason wise filter option in STATUS-[ Closed Lost, Closed Lost, Inactive ], to sort the data.

STATUS

CLOSED LOST

Reason Lost:

Don't Know

Inferior/Missing Product Features

Priced too High

No Budget or Lost Budget

Lack of References

Unfair Tactics used by Competitor

Other

CLOSED WON

Reason Won:

Don't Know

Superior Product Features

Better Price

Better References

Superior Salesmanship

Other

Inactive

Reason Inactive:

Not Qualified

Not Quoted

Not required

*This post is locked for comments

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Rawish Kumar 13,756 on at

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RE: In INFOR CRM- In Admin, then In Entity Manager I am not able to create filter option. In Opportunity- Need reason wise filter option in STATUS-[ Closed Lost, Closed Lost, Inactive ], to sort the data.

Hello there,

We will not be able to help you since we only have expertise with Dynamics CRM not INFOR CRM.

Please ask this question in Infor community ( if there is any).

good luck!

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