Moving Opportunities to the Previous Stages

You can move opportunities to their previous stage of the sales cycle they follow, for example, if you have moved them to the next stage too soon, or if a stage needs to be repeated.

You can move an opportunity back to the previous stage from the Opportunity List window. Depending on where you access the Opportunity List window from, the window shows opportunities for either contacts, campaigns or salespeople. The following procedure shows how to move an opportunity to the previous stage from the salesperson/purchaser card.

To Move Opportunities to the Previous Stages:

  1. Open the Salesperson/Purchaser Card window.

  2. Find the salesperson handling the opportunity and click Salesperson/Purchaser, Opportunities.

  3. On the Opportunity List window, click Function, Update. The Update Opportunity wizard appears.

  4. In the first window of the wizard, select the option Go to Previous Stage, and click Next.

    If you want to move the opportunity to another previous stage, select the Jump to Previous Stage option.

    The Date, Estimated Value (LCY), Chance of Success (%) and Estimated Closing Date fields are mandatory fields and must be filled in before you click Next or Finish.

  5. In the second window of the wizard, select the new sales cycle stage you want to move the opportunity to.

  6. Fill in the other windows of the wizard to specify new information about the opportunity. For Help about a specific field, click the field and press F1.

  7. After you have entered all the necessary information, click Finish.

Related Topics

Setting Up Opportunity Sales Cycles

Moving Opportunities to the Next Stages

Skipping Sales Cycle Stages

Updating Opportunities

Closing Opportunities