Exclude an Opportunity

Exclude an Opportunity

The Exclude option is available for one sales opportunity. This button can be used if you sell several items to a customer (example a boat + a trailer + an engine) but you don't want some of them to be calculated in your statistics (trailer + engine). It can also be used for a Wholesale, you want to create a customer's file, create a history, create a card, book a product but you don't want this sale to appear in any of your tables, so now it's possible.

* Only the SALES MANAGER can see this button, otherwise the button will not be visible *

SALES MANAGER



Sales




If you click the exclude button by mistake, you can make it available again by clicking the box.







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