Closing an Opportunity

1. Open the Opportunity Detail view of the opportunity you want to close.
2. In the Status box, click the ellipsis button, and select Closed-Won from the list.

The Close Opportunity dialog box opens.

3. If necessary, modify the Actual Amount of the sale.
4. If necessary, modify the Actual Close date. To modify the date, click the Calendar button, select a new date, and then click OK.
5. In the Reason Won box, click the ellipsis button, select an item or items from the list, and then click OK.
6. If necessary, click the Comp. Replaced Find button to select the competitor that lost the opportunity. To select a competitor, select a competitor from the Find a Competitor dialog box, and then click OK. Repeat this process until all replaced competitors are added.
7. In the Comments box, enter any additional notes.
8. Click Save.

All associated products will be added as assets to the account.

1. Open the Opportunity Detail view of the opportunity you want to close.
2. In the Status box, click the ellipsis button, and select Closed-Lost from the list.

The Close Opportunity dialog box opens.

3. If necessary, modify the Actual Amount of the sale.
4. If necessary, modify the Actual Close date. To modify the date, click the Calendar/Time button, select a new date, and then click OK.
5. In the Reason Lost box, click the ellipsis button, select an item or items from the list, and then click OK.
6. If necessary, click the Competitor Find button to select the competitor that lost the opportunity. To select a competitor, select a competitor from the Find a Competitor dialog box, and then click OK.
7. In the Comments box, enter any additional notes.
8. Click Save.