Closing an Opportunity (lost)
To close an
opportunity that has been lost:
- Click Opportunities in the navigation pane. The Opportunities list page is displayed.
- Click the opportunity name. The Opportunity details page is displayed.
- Click View More.
- Select Closed-Lost in the Status field. The Opportunity Closed Lost window is dsplayed.
-
Specify this information:
- Actual Amount
- The acutal amount of opportunity closed.
- Actual Close
- The actual date on which the opportunity is closed.
- Reason Lost
- The reason for lossing the opportunity.
- Specify any additional notes in the Comments field.
- Click Submit.
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