Where I work as an Admin, we have a complicated business process which I believe can and needs to be improved/changed.
Here, we act as the retailers for the main social media online platforms. Currently, the problem we have is that sometimes after an opportunity has been won, the client decides to cancel or reduce the amount of it, and what was devised here is to create an extra opportunity related to that one, for the amount to reduce or cancel. As you can imagine, this brings a lot of headaches and confusions from our sales reps because this extra opps have to go with the rest of the approval process, and I want to reduce the amount of time they spend doing this.
This process came up because in our weekly sales call, people were only showing what they initially sold, but when a sale was cancelled nobody found out until later on. This way, management can have a better sense of the actual number.
Question is, does anybody have a similar case? If so, how did you solve it? What recommendations do you have? I want to migrate our Org to lightning, but want to clean our process before doing so.
Don't know if this is the right topic to post this question.
Thanks in advance!
2 answers
For the case of reducing the initial amount, you could add an additional line item Product with a negative amount. There shouldn't be a duplictae Opp for a cancelled order, but this depends on how you recognize revenue. These Opps could be deleted or put into a specific Stage category for "cancellations".
