Closing an Opportunity (won)
To close an opportunity that has been won:
-
If required, modify the Actual Close date. To modify the date, click
(),
select a new date, and then click .
-
From the
Reason Won field, click
(), select an item or items from the
list, and click
.
-
If necessary, click the Comp. Replaced
() to
select the competitor that lost the opportunity. To select a competitor, select
a competitor from the Find a Competitor window, and
then click .
Repeat this process until all replaced competitors are added.