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I am interested to learn how others recycle lost Opportunities. For example, when a potential customer says "no", it may only be an issue of timing. How do others systematically recycle lost Opportunities in Salesforce?
7 answers
  1. Mar 31, 7:25 PM

    Opportunity Recycler - Now Available Free on the Salesforce AppExchange 

     

    With a bit of nostalgia, 15 years after my original posting on the Trailblazer Community, I am pleased to share a new free app on the AppExchange: Opportunity Recycler.

     

    Over my years of working with Salesforce in various organizations, I’ve seen a need for a better way to handle Opportunities that are temporarily lost due to reasons related to customer purchase timing.

     

    If you think this might be a solution that could benefit your organization, please take a look.

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