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Rep Wants To Re-open Cancelled Deal in V2

Rep Wants To Re-open Cancelled Deal in V2

Emilie avatar
Written by Emilie
Updated this week

Case: adeal in V2 was marked completed, the project was submitted, and then it was later cancelled after that point, but a Rep wants to use that same deal to create a new proposal for the customer but is unable to select or create a proposal.

The quickest way around this would be to create a new deal for the customer. It would be a lengthy process to "unwind/reactivate" a completed/submitted deal.

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