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We have an internal process for Opportunities, where someone other than the Sales Rep who Won the Opportunity might be the one closing the Opportunity. That person creates an Order, then closes the Opportunity on behalf of the Sales Rep. At times, they don't close it for weeks which can then cause issues with revenue goals and reporting.
Ideally I would like to change the process, have the Sales Rep close the Opportunity as Won, then the person responsible for creating the Order can do so at any time. The revenue is tracked, the Won Opportunity is closed by the right person, and everyone is happy.
Only problem is, I can't think of or see a way where an Order can be created from a Won Opportunity. Is it possible? I know an Opportunity can be re-opened, the Order could then be created, but when they reclose it they might not use the correct Actual Close date. Any suggestions?
Some customization would be require for order to be created from Reopen opportunity in which you need to maintain actual close date of opportunity when it was first closed as won and then update that date to opportunity when second time opportunity closed as won using workflow
Mark answer as verified, if it works for you
just a thought.. why don't you create some sort of notification(email or task?) for the sales reps whenever an order has been created from their opportunities? They can go back there and close the opportunity, then (I'm assuming they are personally interested in having those opps closed as won since that's going towards their commission?)
Thanks for your response Muhammed. That's probably a bit more than I would want to customise, but I appreciate the suggestion.
Thanks Alex! Yes, agreed, I think that's the way to go. Simple and straight forward but puts the right person in charge of making sure the Opportunity is taken care of and closed with the right date.
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