Costs, serialized asset allocations, and bookable resource allocations are remembered on a postponed opportunity, making it easy to pick back up where you left off.
Mark as postponed
You may mark a quotation or an order as postponed. Do this if your customer has told you that they’d like this opportunity to take place in future or if it’s likely you’ll reinstate in future.
From an opportunity page, click the Mark as postponed link under Actions.
Asset allocations, bookable resource allocations, and costs are retained, so these will be there when you reinstate the opportunity in the future.
Reinstate a lost, dead, or postponed opportunity
Lost, dead, and postponed opportunities can be reinstated. From a lost, dead, or postponed opportunity, click Reinstate opportunity under Actions on the details pane.
On the popup, choose the new opportunity start date.
When you move the start date, all of the dates in the scheduler adjust accordingly. We also update the dates of any services on the opportunity.