Canceling an Opportunity

To cancel an opportunity

1. Click View > Workfiles from the menu bar. The workfiles Search screen opens.
2. Perform a search to locate the opportunity.
3. Click on the opportunity, and then click Action > Cancel from the mini-toolbar. The Cancel Opportunity screen opens.
4. From the Open Tasks screen, mark each task Complete or Cancel (default), and then click Next.
5. From the Confirm Cancel screen, select the reason from the Reason Code droplist, and then click Finish. The opportunity is canceled and the Confirm Cancel window closes.