Sales Management Opportunities Resolve a Lost Opportunity
Resolving a Lost Opportunity (continued)
6. The Opportunity Resolution form will be displayed. Select the Resolution code from the drop-down list.
7. The Resolution Date will default to today's date; this field is used to record the date the opportunity was lost. The User may override the defaulted date if necessary.
8. If the salesperson was competing against another company for the business, select the Competition code from the drop-down list. If there was no competition or the competitor is unknown, your company should setup codes for these purposes to be available for selection.
9. Close Opportunity - select this option. This will inactivate the Opportunity so that is will no longer appear in the Opportunity Queue.
10. Inactivate Prospect - If there are no other Opportunities to be resolved, select this option.
11. Press the Save button.
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