How to filter for "lost" opportunities?

Anonymous
Not applicable

How to filter for "lost" opportunities?

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
3 REPLIES 3
Kenny_Elkington
Marketo Employee

Re: How to filter for "lost" opportunities?

Hey Krista,

You're probably looking for the 'Stage' constraint, and the Closed Lost value.
Anonymous
Not applicable

Re: How to filter for "lost" opportunities?

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.
Anonymous
Not applicable

Re: How to filter for "lost" opportunities?

Thank you!