Archiving of Open/Lost Opportunities
10
votes
After creating an account for an opportunity and whether you win or lose, the only option is to keep the account listed/delete the account (along with the option to download the quote for your records) . However, there's the occasional opportunity that's neither won nor lost. They are in "Deal Purgatory" and many times, there's a need to revisit the information for when they are ready for a new quote It would be great if we could archive the Account or have a separation between "Opportunities" and "Customers". It can also become a headache when billing out customers because ALL accounts are listed together.