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.

To set up a marketing final disposition

1. From the > Setup menu, click General > 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 .