Tomorrow morning an update to the Opportunity Pipeline application will be released. This new version changes how a No Sale is recorded such that the reason for "No Sale" is separated from the "Stage".

I expect that the user impact resulting from this change will be minimal, but I could be wrong. In any case, please look over the information below and let me know if you have any questions, comments or concerns by this afternoon.

Later this month, the broker version of Opportunity Pipeline will be enhanced to allow MFR specific No Sale Reason codes to be selected when an opportunity is for a MFR with such a requirement (Nestle for example).

Before this change, all of the "No Sale" reasons where mixed in with the "Stages" in the stage drop down.

After this change, there will be two drop downs one for "Stage" which will have a single "No Sale" seletion and one for "Reason" which will have the reasons. The "Reason" drop down will be required when a stage of "No Sale" is selected.

For each individual client all of the Opportunity Pipeline "No Sale Stages" which appeared in the Stage drop down will be merged into the list of "No Sale Reasons" that are used for interactions (sales calls). No data will be lost, but the list of possible reasons for a "No Sale" may be increased.

Below are screen shots of what the Edit Opportunity and Change Opportunity Status dialog boxes will look like after the change.

This change will affect all clients (Manufacturer and Broker).

In addition to this the visible screen changes, the import and export file formats will be altered as well to include the opportunity_nosale_reason (and opportunity_nosale_reasoncode) for "No Sale" opportunities.