You can track and report cancelled and lost business trends related to event opportunities using Event Opportunity Cancellation Reasons. When you cancel an event opportunity, you can select one or more cancellation reasons to track why the event opportunity is cancelled or lost. You can set up event opportunity cancellation reasons specific to cancelled event opportunities, lost event opportunities or both.
Add an Event Opportunity Cancellation Reason
- Click the Event Opportunity Cancellation Reasons link from the Main Menu. The Event Opportunity Cancellation Reasons Page opens.
- Click the Add button. The Add Event Opportunity Cancellation Reason window opens.
- Enter the following information:
- Description - Description that displays to the user when selecting the cancellation reason.
- Code - Unique alphanumeric value.
- Sequence - Determines the order the reason displays in the drop-down on the cancel window.
- Class - Select if the cancellation reason is available for event opportunities at a cancelled status (Cancel), lost status (Lost) or both (Both). If it applies only to cancelled event opportunities, the reason is only available when selecting a cancel status. If it applies only to lost event opportunities, the reason is only available when selecting a lost status.
- Click OK.
Change an Event Opportunity Cancellation Reason
You can change the description, sequence, and/or class for the event opportunity cancellation reason after you have created it. When you change the description of an event opportunity cancellation reason, it updates wherever the event opportunity cancellation reason is used. If you don't want to update the already existing event opportunity cancellation reason data, then you must add a new event opportunity cancellation reason using the steps in Add an Event Opportunity Cancellation Reason.
- Click the Event Opportunity Cancellation Reasons link from the Main Menu. The Event Opportunity Cancellation Reasons page opens.
- Select the event opportunity cancellation reason to edit.
- Right-click and select Edit. The Edit Event Opportunity Cancellation Reasons window opens.
- Make the desired change.
- Click OK.
Inactivate an Event Opportunity Cancellation Reason
If you no longer use an event opportunity cancellation reason but want to keep record of it for reporting or other purposes, you can make it inactive. When you make an event opportunity cancellation reason inactive, it is no longer available for selection when cancelling an event opportunity.
- Click the Event Opportunity Cancellation Reasons link from the Main Menu. The Event Opportunity Cancellation Reasons page opens.
- Select the event opportunity cancellation reason to make inactive.
- Right-click and select Edit. The Edit Event Opportunity Cancellation Reason window opens.
- Check the Retire check box.
- Click OK.
Delete an Event Opportunity Cancellation Reason
If you no longer use an event opportunity cancellation reason and don't want to keep a record of it, you can delete it. When you delete an event opportunity cancellation reason that is used, you are prompted to select a cancellation reason to replace the cancellation reason you are deleting. You cannot undo the delete or delete and replace process.
- Click the Event Opportunity Cancellation Reasons link from the Main Menu. The Event Opportunity Cancellation Reasons page opens.
- Right-click on the event opportunity cancellation reason to delete.
- Select Mark for Delete.
- Click the Save button. If the event opportunity cancellation reason is used, the Replace window opens.
- Select the cancellation reason from the drop-down to replace the deleted cancellation reason.
- Click OK.
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