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This article applies to:

  • Product: DT Practice

Setting up won reasons

Use the Won Reasons setup screen to enter the reasons that clients decide to enter into a business relationship with your firm. Tracking this information enables your firm to track the effectiveness of marketing campaigns and other efforts to attract clients.
note
This screen is available only if you are licensed for the Client Management module.
To set up won reasons, follow these steps.
  1. Choose Setup > Client Retention Descriptions > Won Reasons.
  2. On the Won Reasons setup screen, select the
    Add
     button.
  3. Enter a reason in the
    Description
     field. An example might be "Comprehensive Services."
  4. Select
    Enter
     to save the won reason.
The won reasons that you enter on this screen can be selected in the
Won reason
 field on the Main tab of the Clients setup screen.