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Closing Won Opportunities

If an opportunity is won, follow these steps to update the Opportunities record:

  1. Open the Opportunities record.
  2. On the Status tab, enter the date the decision was made in the Actual Decision Date field.
  3. Change the Status to Won.
  4. Change the Stage to a value that indicates that the deal has been won.

    Marking an Opportunity As Won
  5. Add any applicable comments or other information to the record.
  6. Create a Status Report for this opportunity if necessary (see Recording Opportunity Status Reports).
  7. Save and close the Opportunities record.

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