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
âĄď¸ Profile > Settings > Opportunities > Opportunity Cancel Reasons > View
Adding a New Opportunity Cancel Reason
âĄď¸ 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
âĄď¸ Click Edit > Amend > Click Save
Deleting a Cancel Reason
âĄď¸ Click Delete > Type "delete" > Click Delete