Archive an Opportunity
I have been told by support that an Opportunity that was Closed in a prior period Cannot be Archived, even if following the instructions in Support (which says you can if you change the status to Cultivate, Appointment or Active). I assume this is new. Our agents want to be able to Archive their Closed Opportunities. Can we add another place for the Closed Opportunities to "live" within Command besides on their dashboards? Like "Closed Prior Periods" or something like that - that they could access but not live on their Dashboards?
Thank You!
Debra Joyce
shared this idea
Hi there! Opportunities in the Closed Phase are archived automatically after 30 days. If the Opportunity were to be archived, it would not count toward the agent's productivity numbers tracked in Command for Opportunities and Goals. :)
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Cassie Scramlin
commented
Right now we have to add a filter to remove the closed opportunities from the search results. There really is no reason to have the opportunity remain visible. I was only archiving them 30 days or so after closing.