Vital CRM
After closing a lead, is it possible to modify the closure reason?

Once a lead is closed, closure reason cannot be modified. Therefore, you cannot change the closure reason. If you need to make modifications, you can cancel the closure first and then close it again.

  1. Click on the lead you wish to modify, and in the top-right corner, you will find a "Cancel Closure" button.

     

  2. After canceling the closure, click on "Close" again to select a new closure reason.

Once a lead is closed, closure reason cannot be modified. Therefore, you cannot change the closure reason. If you need to make modifications, you can cancel the closure first and then close it again.
https://faq.vitalyun.com/EN/CRM#4521
商機結案後，可以再修改結案原因嗎？ @ 閱讀文件 @ Vitals ESP 知識管理企業雲 (vitalyun.com)
How can I assign someone responsible (assignee) for certain data?
Vital CRM版本 3
How can I assign someone responsible (assignee) for a batch of data?
Vital CRM版本 3
Search by Assignee - Customer, Company, Opportunity
Vital CRM版本 3
How do I attach a file when I create a new case for a business opportunity?
Vital CRM版本 3
How do I take a note in the business opportunity function?
Vital CRM版本 4
How to send marketing SMS or marketing email to the members of opportunity?
Vital CRM版本 4
How to add a business opportunity source?
Vital CRM版本 3
Import Rules for Opportunities
Vital CRM版本 3
How can I export Opportunity?
Vital CRM版本 5
How can I export Opportinuty including all its details?
Vital CRM版本 3