Closing Opportunity: Difference between revisions
Jump to navigation
Jump to search
(Created page with "Category: Rental Operations == Closing (Loosing) Opportunity == If an opportunity goes away and is never booked, we need to make it inactive in the system. For an opportu...") |
(No difference)
|
Latest revision as of 14:42, 11 September 2019
Closing (Loosing) Opportunity
If an opportunity goes away and is never booked, we need to make it inactive in the system.
For an opportunity at the Quoting stage, we use on of 2 options under the Actions section on the right.
- Mark as Lost – When we lose to someone else
- Mark as dead – When the opportunity just goes away.
When an opportunity is closed, it is removed from the Active Opportunities screen.