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Closing a sale
- Within the context of the opportunity, click Sold. The Progress Opportunity page is displayed.
- Complete the Status details and add a tracking note.
- Click Save. The opportunity is set to a stage of Sale Agreed and a status of Won.
- Depending on how your workflow is configured, you might want to create a cross-sell opportunity from this won opportunity. For example, if you win a deal to sell computers, you could create a new opportunity to sell computer maintenance plans.
- To close the opportunity, click Closed from the workflow actions.
See Also:
Progressing an opportunity
Running an opportunity report
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