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 as Won or Close as Lost from the navigation menu. When closing an Opportunity, you are prompted for information about why you are doing so.
When an Opportunity is closed, it is either Won or Lost. Selecting the status as Won when closing an Opportunity indicates that the revenue associated with the Opportunity has been realized and that the business has been closed (or will be on the date indicated). When you select Lost, you indicate ...
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