Close opportunities

If you are done with a specific opportunity, you will likely wish to close it.

Close an opportunity

  1. Go to Sales & Success Center > Accounts > Account Name > Opportunities.
  2. Click on the opportunity you wish to close.
  3. Click Close opportunity.
  4. Select the close state.
  5. Optional – Enter any relevant notes. 
  6. Click Submit. (If the Opportunity is Closed as Won, the salesperson will now be brought directly to the Create order form).

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