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I need a little help from my telecom & IT fellows, regarding pipeline management:

 

If a customer gives up in an opportunity deciding to build a solution in house rather than contracting externally, how would you recommend closing this deal, canceled or lost opportunity? 

6 Kommentare
  1. 10. Apr. 2018, 14:54
    I suggest updating to Closed Lost and adding a dependent picklist for Closed Lost Reasons so you can capture and report on your closed lost reason.
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