Enter Reason for Partially Won Opportunity

Explanation

This activity is used to perform the State change at the header level of the Business Opportunity. Click the Partially Won command placed under the status group command of the Business Opportunity page, and the Partially Won Business Opportunity dialog will be displayed. In this dialog, you can enter the relevant partially won note and the reason for the partial win.

Prerequisites

The opportunity must have been entered and saved before you can set the header state to Partially Won.

System Effects

The opportunity header state is set to Partially Won, and the additional info tab is updated with the state information relevant to the partial win. No further transactions can be performed for the opportunity.