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Re-open a Cancelled Deal

What to do when a cancelled V2 deal needs to be reused for a new proposal — the recommended solution is to create a new deal for the customer rather than reopen the cancelled one.

Written by Enerflo Support
Updated this week

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

The quickest way around this would be to create a new deal for the customer.

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