Closing an Opportunity (won)

To close an opportunity that has been won:

  1. Open the Opportunity Detail view for the opportunity to be closed.
  2. In the Status field, select Closed-Won.
    The Close Opportunity dialog box opens.
  3. If required, modify the Actual Amount of the sale.
  4. If required, modify the Actual Close date. To modify the date, click Calendar select a new date, and then click OK.
  5. From the Reason Won field, click ellipsis, select an item or items from the list, and click OK.
  6. If necessary, click the Comp. Replaced Find to select the competitor that lost the opportunity. To select a competitor, select a competitor from the Find a Competitor window, and then click OK. Repeat this process until all replaced competitors are added.
  7. In the Comments field, specify any additional notes.
  8. Click OK.
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