September 2011
Intermediate to advanced
1008 pages
24h 27m
English
Before you close an Opportunity, you can associate Quotes, Orders, and Invoices with it. When the Opportunity has been realized (by either winning or losing the business), you must close it. Closing Opportunities helps you effectively manage forecasted sales.
To close an Opportunity, select Close Opportunity from the Actions drop-down list. When closing an Opportunity, you are prompted for information about why you are doing so, which is pre-populated by your selection of either Close as Won or Close as Lost (see Figure 8.16).
Figure 8.16 Close Opportunity dialog box.

When an Opportunity is closed, it is either Won or Lost. ...