You can close opportunities when the negotiations are over. When
closing an opportunity, you can specify the reasons for closing it.
To do this, you must set up closed
opportunity codes.
You can close opportunities from the Opportunity List window. Depending on where
you access the Opportunity List
window from, the window shows opportunities for either contacts,
campaigns or salespeople. The following procedure shows how to
close opportunities from the salesperson/purchaser card.
On the salesperson/purchaser card, select the
salesperson/purchaser handling the opportunity and click
Salesperson/Purchaser,
Opportunities.
On the Opportunity List
window, click Functions,
Close. The Close Opportunity wizard appears.
In the first window of the wizard, select the relevant option to
specify whether the opportunity was successful or not, and click
Next.
Fill in the relevant fields in the other windows of the wizard.
For Help about a specific field, click the field and press
F1.
The Close Opportunity Code
and Date Closed fields are
mandatory fields and must be filled in before you can click
Next or Finish.
To close the opportunity, click Finish.
Note:
After you have closed the opportunity, the
program places a check mark in the Closed field and enters the date you have
specified in the Date Closed
field in the Date field on the
Opportunity List window.
Salesperson/Purchaser Card window.