The final step to working the opportunity is closing it. This should occur whether the sale was successful or not.
This can be done either by advancing to a Stage that has been set to close the opportunity or by clicking Close in the opportunity events buttons at the bottom.
In this example, the opportunity resulted in a sale. To close this opportunity and record that information:
- From the Opportunity screen, click the Stage drop-down and select ‘Sale Won’
- The Close an opportunity window will appear. Use the Result drop-down to select what happened, in this case ‘Bought No New Oppo’, and then click the Sale # button to select the sale it was purchased on.
- Click Save / Close to complete closing this opportunity.