What's the recommendation when a customer of a won deal cancel the contract.

Minoru Hotani
Minoru Hotani Member Posts: 8
First Anniversary Photogenic
edited May 2022 in Sales CRM #1

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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  • Minoru Hotani
    Minoru Hotani Member Posts: 8
    First Anniversary Photogenic
    edited April 2022 #2

    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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