Close an Opportunity

You can close an opportunity either as won or lost depending on whether it resulted in a sale or not. Once you close an opportunity, you cannot make any changes unless you reopen it.

To close an opportunity:

1. Under the CRM menu section, go to Opportunities.
2. Use the search filter and/or the Search field to select an opportunity.
3. Click either Close as Won or Close as Lost.
   Select a closing date to officially close the opportunity, and you must reopen a closed opportunity to make any changes.