OPERATIONAL RULES

Closed Opportunities Are Permanent

Once an Opportunity is closed, its record - including its close date, resolution, and stage history - is permanent. It may not be reopened, modified, or replaced by another record. Closed Opportunities represent fixed moments in the history of the business. Only their interpretation, through additive annotation, may be refined.

Observance of the Rule

Violation of the Rule

SALESPERSON

Execution

SALES MANAGER

Execution

CRM ADMINISTRATOR

Execution