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Change opportunity back to lead
Accounts & Contacts
User should be able to change lead, opportunity and account to each other. We have an lost opportunity now comes back as a lead but I am able to convert the opportunity back to lead just like when you convert a lead into an opportunity. I understand the process of keeping a lead in the status untill it is qualified and turn into a solid opportunity but when the above situation happened, it is not very convenient. NetSuite has the option of changing a record into different status from contact, lead, opportunity to customerm, which I found more convenient in this case. As long as the process and defination of each stage is clear, I don't see why not to enable the function. Now, I have no choice but to create another lead.
- 4 months ago
The Landmark © One Market St.,
San Francisco, CA 94105
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