Closing an Opportunity (won)

To close an opportunity that is won:

  1. Access the Opportunity detail view of the opportunity to be closed.
  2. Select Closed-Won in the Status field. The Opportunity Closed Won window is displayed.
  3. Modify the Actual Amount of the sale if required.
  4. Modify the Actual Close date if required. To modify the date, click Calendar select a new date, and then click OK.
  5. Click Ellipsis, select an item or items from the list, and click OK in the Reason Won field.
  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. Specify any additional notes in the Comments field.
  8. Click OK.
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