****** Software On Sailboats Pocket Sales Manager
****** Keywords: CRM software, mobile crm
Delete Won/Lost
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Delete Won/Lost
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Whenever you have won or lost a particular Opportunity, there is really no need to keep it in your active Pipeline. The Desktop Sales Manager provides the capability to archive old Opportunities for analysis and reporting purposes, and on the PSM we provide this function to delete all Opportunities that are 'Won' or 'Lost'. Use the Edit->Deelet Won/Lost menu to select this function.

deletewonlost

Check either or both of the checkboxes, click OK , and the program will scan the Pipeline and delete all Opportunities whose status matches the selected Won and/or Lost checkbox.

***** Software On Sailboats Desktop Sales Manager v6
***** Keywords: Keywords: CRM software, mobile crm
***** Copyright 2006, all rights reserved.