Resolve an opportunity in trouble

When the expected close date for an opportunity expires, the opportunity is considered an opportunity in trouble. You can resolve an opportunity in trouble by extending its expected close date.

View opportunities in trouble 

  1. Open the Opportunities folder.
  2. On the Customer Manager View menu, click Opportunities in Trouble.

Extend the expected close date of an opportunity in trouble

  1. Open the Opportunities folder.
  2. On the Customer Manager View menu, click Opportunities in Trouble.
  3. Select an opportunity.
  4. On the Customer Manager Actions menu, click Edit.
  5. Under the Expected close date box, select a date.
  6. Click OK.