Closing Opportunities

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.

To Close Opportunities:

  1. Open the Salesperson/Purchaser Card window.

  2. On the salesperson/purchaser card, select the salesperson/purchaser handling the opportunity and click Salesperson/Purchaser, Opportunities.

  3. On the Opportunity List window, click Functions, Close. The Close Opportunity wizard appears.

  4. In the first window of the wizard, select the relevant option to specify whether the opportunity was successful or not, and click Next.

  5. 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.

  6. To close the opportunity, click Finish.


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.

Related Topics

Updating Opportunities

Deleting Opportunities