Closing Won Opportunities
If an opportunity is won, follow these steps to update the Opportunities record:
- Open the Opportunities record.
- On the Status tab, enter the date the decision was made in the Actual Decision Date field.
- Change the Status to Won.
- Change the Stage to a value that indicates that the deal has been won.
- Add any applicable comments or other information to the record.
- Create a Status Report for this opportunity if necessary (see Recording Opportunity Status Reports).
- Save and close the Opportunities record.
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