Reopening Opportunities Resulting in Duplicate Opportunities Listed in Reports

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Hello. Our sales process involves sales reps. opening, managing, and eventually closing opportunities. There are instances where the opportunities need to be reopened (perhaps due to incorrect entries by sales staff, changes that take place post-sale, etc.).

We run Opportunity reports (for example: Opportunities Closed YTD) that list Actual Revenue, Date Closed, Sales rep. etc. The filters would include Actual Close Date = This Year, Status = Won. It is returning a report that has multiple listings (and cumulative revenue totals, etc.) for any opportunity that had been reopened.

Is there a filter that can be set so it eliminates the duplicate and only shows the most recently closed iteration of that opportunity? Perhaps there is a bulk edit that can be done.

Thanks in advance for the help with this.

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Ben Thompson 6,350 on at

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RE: Reopening Opportunities Resulting in Duplicate Opportunities Listed in Reports

Are you sure you've not got an invalid join within your report that results in multiple records being returned?

When a quote is reopened a new (version 2,3....) quote record is created but reopening an opportunity does not create a new record it just changes the state of the existing record to be editable...
Mahendar Pal 45,095 on at

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RE: Reopening Opportunities Resulting in Duplicate Opportunities Listed in Reports

Hi,

How about using top and order by for Modified date, you should see list of records which is recently modified, just an idea.