Closing a Sale

To close an opportunity:

1. Within the context of the opportunity, select the Sold workflow bullet. The Progress Opportunity page is displayed.
2. Complete the Status details and add a Tracking Note.
3. Select the Save button.

The Opportunity is set to a Stage of Sale Agreed and a Status of Won. The final step in this sample workflow is to close the opportunity by selecting the Closed workflow bullet.

Go to Sales Opportunities home page...

See Also:

Progressing an Opportunity

Running an Opportunity Report