Closing an Opportunity (won)
To close an opportunity that is won:
- Access the Opportunity detail view of the opportunity to be closed.
- Select Closed-Won in the Status field. The Opportunity Closed Won window is displayed.
- Modify the Actual Amount of the sale if required.
- Modify the Actual Close date if required. To modify the date, click select a new date, and then click .
- Click , select an item or items from the list, and click in the Reason Won field.
- Specify any additional notes in the Comments field.
- Click .