Skip to Content
Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Closing Opportunities

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.

image

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

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.
Start your free trial

You might also like

Microsoft Dynamics CRM 2013 Unleashed

Microsoft Dynamics CRM 2013 Unleashed

Marc Wolenik
Microsoft Dynamics® CRM 2011 Step by Step

Microsoft Dynamics® CRM 2011 Step by Step

Jim Steger Mike Snyder and Brendan Landers

Publisher Resources

ISBN: 9780132682084Purchase book