If you are done with a specific opportunity, you will likely wish to close it.
Close an opportunity
- Go to Sales & Success Center > Pipeline.
- You can also go to Sales & Success Center > Accounts > Account Name > Opportunities.
- Click on the opportunity you wish to close.
- Click Close opportunity.
- Select the close state.
- Optional – Enter any relevant notes.
- Click Submit. (If the Opportunity is Closed as Won, the salesperson will now be brought directly to the Create order form).