Reopen a Closed Opportunity
If you close an opportunity, you can reopen it at any time.
To reopen a closed opportunity, complete the following steps:
- Click to go to the Opportunities area.
- On the drop-down list at the left end of the search field (immediately above the opportunity title), click ALL so that inactive opportunities are included in the search.
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Use the search field to select the opportunity that you want to reopen.
The closed opportunities in the list are dimmed slightly so you can distinguish them from the active opportunities.
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Click
on the Opportunities toolbar.
When you reopen a closed opportunity, the following occur:
- The opportunity status is set to Active.
- The opportunity is again displayed in opportunity selection lists.
- You can edit any of the information related to the opportunity.
- The original open date is restored and the number of days open is calculated based on that date.
- The STAGE field is cleared.
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If you want to specify a stage for the opportunity, do either of the following:
- Click Stage in the summary along the left side of the Opportunities area, and select the stage from the list.
- Click on the Opportunities toolbar, and select the stage on the Edit Opportunity form.