Open a Closed Opportunity

You can open an opportunity after it has been closed by following these steps:

Option 1: This can be done on the Opportunity List Screen, please see the Changing the Status - Opening section for detailed information

Option 2: This can be done inside the Opportunity on the Details tab one Opportunity at a time: 

 

1.   Look for the Opportunity by either browsing or searching.

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2.   Once you have located the Opportunity you wish to restore, open the Opportunity Details screen by clicking on the Opportunity Name.

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3.   Click on the Status drop down list on the Details tab.

4.   Select Open. 

 

 

 Note:

The Outcome, Reason, and Comment boxes will disappear.

 

 

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5.   Now you have 3 options after your edits:

•     If you need to leave the computer for a few minutes, click Save. You will be in edit mode, continue from Step 6 in the Edit Opportunity Information section for more details

•     If you are done entering the Opportunity Info, click Save and Close

•     If you want to discard the edits, click Cancel.