Help > Reports > Where to find the history of discarded opportunities?

Where to find the history of discarded opportunities?

Mon Jun 13 2022 07:08:27 GMT-0500 (Eastern Standard Time)

Every time you eliminate an opportunity and the prospect is retained, you will be able to see all the follow-up of that opportunity, so you will be able to know what efforts were made during the time it was considered a sales opportunity. The steps to follow are as follows:

1.- Go to the Prospects tab.

2.- Select the name of the person you are looking for.

3.- In the prospect's data, scroll down to the Opportunities section and click on the Discarded button.

4.- The discarded opportunities will be displayed.

You can return to view the current opportunities from the Active button.

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