Close opportunities

If you are done with a specific opportunity, you will likely wish to close it.

Close an opportunity

1. Go to Sales & Success Center > Pipeline.
   • You can also go to Sales & Success Center > Accounts > Account Name > Opportunities.
2. Click on the opportunity you wish to close.
3. Click Close opportunity.

   

4. 1. Select the close state.
   2. Optional – Enter any relevant notes. 
   3. Click Submit. (If the Opportunity is Closed as Won, the salesperson will now be brought directly to the Create order form).