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Set up won reasons

Record why clients choose to do business with your firm, helping you measure the effectiveness of your marketing and client acquisition efforts.

On the

Won Reasons setup

screen, you can record the reasons clients decide to do business with your firm, such as “Comprehensive Services.”

Tracking this information helps your firm measure the effectiveness of marketing campaigns and other client acquisition efforts.

note

You can access this screen only if your firm is licensed for the Client Management module.

To set up won reasons:

Go to

Setup
Client Retention Descriptions
Won Reasons

.

On the

Won Reasons setup

screen, select Add
.

In the Description
field, enter a won reason, such as “Comprehensive Services.”

Select Enter
to save the won reason.

After you add won reasons, they become available for selection in the Won Reason
field on the Main
tab of the

Clients setup

screen.