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.