Closing an Opportunity (won)

To close an opportunity that has been won:

  1. Click Opportunities in the navigation pane. The Opportunities list page is displayed.
  2. Click the opportunity name. The Opportunity details page is displayed.
  3. Click View More.
  4. Select Closed-Won in the Status field. The Opportunity Status window is dsplayed.
  5. Specify this information:
    Actual Amount
    The acutal amount of opportunity closed.
    Actual Close
    The actual date on which the opportunity is closed.
    Reason Won
    The reason for winning the opportunity.
  6. Specify any additional notes in the Comments field.
  7. Click Submit.
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