Hi
Using MS Dynamics I can Close an opportunity Won or Lost - thats understandable.
But
I sell a subscription product so I want to close WON an opportunity for 2015 and re-create that same Opportunity - carrying through all the information/interactions etc., hanging off the Closed 2015 opportunity, to a new or renewal opportunity for
2016.
In other CRM systems you can DUPLICATE an existing opportunity.
I currently only close opportunities as lost or if they are won I just push the close date on a year. i.e. I do not close it I just change the date so the pop is never closed
This methodology does not help me do any stats on Leads to Opp's to Close Won or Lost so I cannot track the success or otherwise of marketing activities.
Many hanks in advance
Matthew