Closing the Opportunity


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:

  1. From the Opportunity screen, click the Stage drop-down and select ‘Sale Won
  2. 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.

     
  3. Click Save / Close to complete closing this opportunity.

 

Updated on Tue, 18 Oct 2022 by Angela Chiaravalle

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