To Close an Opportunity

  1. Open the Opportunities (CR3040PL) form.
  2. On the appropriate filter tab, click the opportunity that you want to close.

    The Opportunities (CR304000) form opens.

  3. On the form toolbar, do any of the following:
    • On the More menu (under Processing), click Close as Won if you have successfully negotiated with the customer all aspects of the deal and can proceed with creating an invoice or sales order based on the opportunity.
    • On the More menu (under Processing), click Close as Lost if you have lost the opportunity.
  4. In the Details dialog box, which opens, specify the following information:
    1. In the Reason box, select the reason the opportunity has been won or lost.
    2. If needed, in the Stage box, select the stage at which the opportunity has been won or lost.
    3. Click OK.

      Make sure that the status of the opportunity has changed to Won or Lost depending on the reason for closing the opportunity. If needed, review and adjust the remaining information about the opportunity.