CRM Scenario 5

To record a deal that has been won, perform these steps:

  1. On the Opportunity Won Reasons form, add a new reason for the win, or plan to use one that exists.
  2. On the Opportunities form, set the Reason Won field to the proper reason for the proper opportunity.
  3. On the Prospects form, click the Move To Customer button for the proper prospect. The Move Prospect To Customer form is displayed.
  4. On the Move Prospect To Customer form, select the proper bank code and click Process.
  5. Check the Customers form to ensure the customer record has been created.
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