What's the recommendation when a customer of a won deal cancel the contract.
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Minoru Hotani
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Reopen and LOST? With doing so, I found that won-time and deal-closed-on become empty. I will lose the information of won-date.
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The recommended way seems
- Create a new pipeline for cancel.
- Move the deal to the pipeline when it is canceled after WON.
It can keep the status WON and WON related information.
I'm doing it.
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