Close an Opportunity

When you are no longer actively pursuing an opportunity, you can close it.

Closing an opportunity does not delete it, but its status is set to Inactive. It is no longer included in the selection lists of active opportunities, and you cannot edit any of the information related to it.

If you close an opportunity and later need to open it again (for example, if you decide to renew your pursuit of the contract or you want to edit some of the opportunity information), use the search field to select the opportunity, and click on the Opportunities toolbar. (Make sure you select All in the filter list for the search field so that the search includes inactive opportunities.)

To close an opportunity, complete the following steps:
  1. Click to go to the Opportunities area.
  2. Use the search field immediately above the opportunity title to select the opportunity that you want to close.
  3. Click on the Opportunities toolbar to display the Close Opportunity dialog box.

    The Close Opportunity dialog box also displays if, in the summary area or on the Edit Opportunity form, you change the stage for the opportunity to one designated as a stage for closed opportunities.

  4. In STAGE, select a pipeline stage for the opportunity.

    The selection list only includes stages that are designated as stages for closed opportunities.

  5. If the date in CLOSED DATE is not the date you want to associate with the close action, enter or select the correct date.
  6. In REASON, select the reason that you are closing the opportunity.
  7. In CLOSE NOTES, enter any additional information related to closing the opportunity.
  8. Click Save.
  9. If the opportunity has resource assignments, a message displays that recommends that you either move those assignments to the project, if you were awarded the contract, or delete the assignments. That message includes a link that displays the opportunity's resource plan in Project View in the Resource Planning workspace so you can move or delete the assignments. Do either of the following:
    • To display the resource plan in Project View on a separate browser tab so you can move or delete the assignments, click the link in the message text.
    • To close the message without displaying the plan, click OK.
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