Setting up a marketing final disposition

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About Business Development

Set up a list of marketing final dispositions to reflect the typical reasons your firm wins, loses, or declines a project.

1. From the Setup menu, click Marketing Final Dispositions.
2. Place the cursor one row above where you want the new marketing final disposition.
3. Click the New button.
4. In the Description field, type a name of the marketing final disposition that reflects a reason why you won, lost, or declined a project.
5. In the Notes field, type any notes about the marketing final disposition.
6. Click Save. The marketing final disposition appears in a row below the cursor. To move it, click the row and click or .

See also

Changing a marketing final disposition

Deleting a marketing final disposition

Inactivating a marketing final disposition

Common marketing final dispositions