Question
Lost Opportunities later becoming Won
I'm curious what reports are available for this use case:
1. Contact goes through success path, ending up Closed Lost
2. 6 months later, a new 2nd opportunity is created for the same contact, Contact enters the "Sales Accepted Lead Stage."
3. 1 week later, 2nd opporuntity is closed Lost
4. 2 months later, a new 3rd opp is created for the same contact, ends up Closed Won.
How will this be reflected in RCA? How granular does the reporting get? Most importantly, will the 3rd opp being closed won somehow "erase" the data on the first 2 opps being closed lost? Erased meaning from the Model, not SFDC or the Opportunities themselves.
Thanks!
1. Contact goes through success path, ending up Closed Lost
2. 6 months later, a new 2nd opportunity is created for the same contact, Contact enters the "Sales Accepted Lead Stage."
3. 1 week later, 2nd opporuntity is closed Lost
4. 2 months later, a new 3rd opp is created for the same contact, ends up Closed Won.
How will this be reflected in RCA? How granular does the reporting get? Most importantly, will the 3rd opp being closed won somehow "erase" the data on the first 2 opps being closed lost? Erased meaning from the Model, not SFDC or the Opportunities themselves.
Thanks!