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Opportunity cancel reasons
Opportunity cancel reasons

A list of reason the customer cancelled the Opportunity

Updated over a month ago

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.

Viewing Opportunity Cancel Reasons

➡️ Profile > Settings > Opportunities > Opportunity Cancel Reasons > View

Adding a New Opportunity Cancel Reason

➡️ Click Add New Opportunity Cancel Reason.

  1. Enter the cancellation reason

    • Repeat this process to add all potential cancellation reasons.

  2. Click Save to store the reason.

The cancellation reason is selected by the assignee and is applicable before sending a Proposal.

Managing Cancel Reasons

Editing a Cancel Reason

➡️ Click Edit > Amend > Click Save

Deleting a Cancel Reason

➡️ Click Delete > Type "delete" > Click Delete

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