If an event opportunity is no longer taking place or if the event opportunity is lost to another venue, you can cancel the event opportunity. If you need to restore a cancelled event opportunity, you can reinstate it from the Cancelled and Archived Event Opportunities screen. If you want to delete an event opportunity, see Delete Event Opportunities.
To cancel an event opportunity:
- Click the Event Opportunities link from the Main Menu. The Event Opportunities screen opens.
- Select the event opportunity to cancel.
- Right-click and select Tools -> Cancel Event Opportunity. The Cancel Event Opportunity screen opens.
- Enter the necessary information:
- Status - Select the cancellation or lost status for the event opportunity.
- Cancelled/Lost Date - Defaults to today's date. Update if needed.
- Priority Reason - Select the cancellation reason. Enter additional information for the cancellation reason into the text field next to the Priority Reason drop-down. You can enter up to three reasons in priority order, 1 through 3.
- Click OK.
View Cancelled Event Opportunities
You can view cancelled and lost event opportunities from the Cancelled and Archived Event Opportunities screen available from the Main Menu.
Show Cancelled/Lost Event Opportunities on the Event Opportunities Screen
By default, cancelled/lost event opportunities do not show on the Event Opportunities screen. However, you can configure your system to show cancelled/lost event opportunities.
- Click the Event Sales Configuration link from the Main Menu. The Event Sales Configuration screen opens.
- Select the Event Opportunities tab.
- Check the Show Cancelled'Archived Event Opportunities check box.
- Click OK.
Lost Event Opportunity Reporting
You can create a list of event opportunities that were lost during a time period along with the reason information from the Event Opportunities screen.
- Configure the Event Opportunities screen to show cancelled/lost events.
- Filter the Event Opportunities screen to show only event opportunities with a lost status(es).
- Show the Reason 1 - 3 and Reason Note columns.
Cancel Event Opportunity Security
Cancelling event opportunities is controlled by the Allow Cancelling of Event Opportunities access privilege. Users and/or roles assigned to the privilege are allowed to cancel event opportunities. Any users not assigned to the privilege are not able to cancel event opportunities. If no users are assigned to the privilege, it is considered inactive and no users can cancel event opportunities.
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