Open Business Opportunity

Explanation

This activity is used to re-open a closed business opportunity. This could be, for instance, when an opportunity was closed by mistake or when a closed sales case reopens and you want to proceed with the opportunity.

Prerequisites

The business opportunity must be in Closed status.

System Effects

As a result of this activity, the status of the business opportunity changes to the previous state, i.e. to the state the opportunity was in before it was closed.

Window

Business Opportunity

Related Window Descriptions

Business Opportunity
Business Opportunities
Open Business Opportunity

Procedure

1. Open the Business Opportunity window and search for the record.
2. Right-click on the header and then click Open Opportunity.
3. The Open Business Opportunity dialog box appears.
4. Optionally, you can add an internal note.
5. Click OK.