Sales Opportunity Process - Loss

[Stephanie_Downs]

Hi guys,

Set up our sales funnel/opportunities process in campaign manager which seems to be running smoothly.
However when a contact moves into the ‘loss’ stage they still appear in opportunities.

Is there a way to automate removal from opportunities if they reach the loss stage? Can see there is the option to delete it in opportunities but don’t want to lose all that information.

Thanks.

[John_Borelli]

@Stephanie_Downs,

That would be similar to removing an order/invoice from your orders list simply because it was paid for or shipped. You can, however, edit the search criteria and show all that do not contain the loss stage and then save that as a saved search for quick access

[Stephanie_Downs]

Thank you