Close Opportunity
Explanation
This activity is used to close the business opportunity by right-clicking and
clicking Close Opportunity from the
header in the Business
Opportunity window. The
Close Opportunity
dialog box will be displayed. In this dialog box you choose if the
opportunity was won or lost. If the opportunity was won, you can enter the
reason why it was won. If it was lost you can enter the reason for that and to
which competitor the opportunity was lost.
Prerequisites
- The opportunity header must have been entered, saved and released before you can set the
status to Lost.
System Effects
The opportunity is closed. No further
transactions can be performed for the opportunity.
Window
Business
Opportunity
Business Opportunities
Related Window Descriptions
Business Opportunity
Business Opportunities
Close Opportunity
Procedure
- Use the Populate or the Query function to display the appropriate
opportunity.
- Right-click and click Close Opportunity. The Close Opportunity
dialog box will be displayed.
- Select Closed Status.
- If the Closed status is Won, enter the reason for winning the
opportunity, either by clicking List and choosing a reason from
the list or by entering the reason ID manually.
- If the Closed status is Lost, enter the reason for losing the opportunity, either by
clicking List and
choosing a reason from the list or by entering the reason ID manually. Enter the competitor to whom the opportunity was lost, either by
clicking List and choosing a competitor from the list or by entering the competitor ID manually.
- Optionally, you may enter a short comment in the Note field.
- Click OK when completed. The opportunity is closed.