Matrix for Media

Monarch - How to Reopen a Closed Deal

Sometimes you may need to reopen a closed Deal. This can be done from the Account's Profile Page. You can do this from the Deals tab located in the Account Profile.

You can use the Search (magnifying glass icon) or click on the account's link from the My Accounts list to display the Account Profile.

The Summary tab view is the default. Click on the Deals tab to display the Deals information associated with this Account.

  1. Click the link of the Deal name, outlined below.

    2. Select Closed Won (or Closed Lost, depending on how the Deal was closed), choose Open-Pending to reopen the Deal

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