You can perform multiple actions on an opportunity:
If necessary, specify the information required according to the personalization of your screen. See Configuring the Interface.
You have a global view of your portfolio, step by step and in graphical mode.
The opportunity disappears from the screen and a message confirms that the opportunity has been won.
You can find it in the list of opportunities gained by clicking on Opportunities won under the ARCHIVES section at the bottom right of the screen.
The opportunity disappears from the screen and a message confirms that the opportunity has been lost.
You can find it in the list of opportunities gained by clicking on Opportunities lost under the ARCHIVES section at the bottom right of the screen.
To save time, you can reuse an opportunity already won or lost.
1. Click on Opportunities lost or Opportunities won.
2. Identify the opportunity in the list thanks to the filters.
3. Indicate the wallet in which you want to move it.
The chosen opportunity is now available in the first stage (the first column) of the selected portfolio.
You can only delete opportunities that are not related to orders or quotes.
The opportunity has been removed. Nevertheless the customer and his contacts are not deleted.