OPERATIONAL RULES
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