This guide will outline how to re-open an opportunity that had previously the status changed to closed lost.

Note: Typically this will only be re-opened if the client has previously declined and now accepts

This guide assumes you have already accessed the opportunity, if you have not done so please complete a search first.

Review why the opportunity was originally marked as closed lost

Select follow Up Quote

Select mark as current stage

Click on the details tab

Scroll down

a: Reason for declining quote: click on the edit icon, then delete notes

b: Reason for losing: select none from the drop-down menu

Click on save

a: Select activity tab

b: Enter details about the call

c: Click on save

• Add Products
• Edit Products
• Send Quote
• Set Task