Managing change in opportunities

Question

Do I understand this process correctly?

When a customer on a single property decides they later need their multiple opportunities split out and billed differently during a contract year, the only way to do that is to create a NEW opportunity and then transfer all of the existing work tickets over to the new opportunity so we retain the work history?

On top of that we need to void and reapply payments already made along with every other customer who was in that deposit batch?

I would like to understand how everyone is handling this type of scenario. I’m happy to elaborate.

mhellweg · Answer

I don’t understand the question. I would imagine if the property that the work is being done on changed then yes you’d need to make new opportunities. But I’m probably not picking up what you’re putting down : )

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