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.
    screenshot-fooo.snapshotreport.biz-2021.11.23-22_58_09.jpg
  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).

Articles in this section

Was this article helpful?
1 out of 2 found this helpful
Share