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).