Closing an Opportunity

When you are ready to close an opportunity, you can change the status of the opportunity in the Opportunity Detail view to Closed-Won or Closed-Lost. It is recommended that you close an opportunity even if it is not a sale. For future reference and reporting purposes, you should provide the reason for closing the opportunity. Use the Opportunity Comments box to provide more information on the reason for the loss or for the won sale.

Related Topics

Opportunities Overview

Adding an Opportunity

Editing an Opportunity

Deleting an Opportunity

Using the Opportunity Detail View



What's New in this Release


For a list of new features, see the What's New In This Release topic.

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