Sales Management Opportunities Resolve a Lost Opportunity
Resolving a Lost Opportunity
If the salesperson was not successful in closing the sale with the Prospect, the Opportunity/Prospect record should be resolved so that it will be removed from the Prospect Queue and Opportunity Queue. If the Prospect returns in the future, the Prospect may be retrieved and reactivated.
Follow the instructions below to Resolve an Opportunity and Inactivate.
1. Navigate to the Sales Management/Prospect menu option from the Main Application menu.
2. Open the Prospect record containing the Opportunity that will be resolved.
3. Once a Prospect record is open, press the Opportunities button from the Prospect toolbar.
4. Highlight the Opportunity to be resolved in the upper section of the Opportunity form.
5. Press the Resolve button located at the lower left of the Opportunity form.
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