Defining opportunity cancellation reasons helps ensure that relevant parties are notified when an opportunity is canceled and clarifies the reason for doing so. This aids in maintaining clear records, accountability, and understanding customer feedback for opportunities canceled before sending a proposal.
View setting
➡️ Profile > Settings > Opportunities > Opportunity Cancel Reasons > View
Adding a New Opportunity Cancel Reason
➡️ Click Add new opportunity cancel reason
Enter the cancellation reason
Repeat this process to add all potential cancellation reasons.
Click Save to store the reason.
The cancellation reason is selected by the assignee and is applicable before sending a Proposal.
Managing Opportunity Cancel Reasons
Editing a Cancel Reason
➡️ Click Edit > Amend > Click Save
Deleting a Cancel Reason
➡️ Click Delete > Type "delete" > Click Delete