Actions

This section shows the Actions available in the Opportunities workspace.

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Field	Description
Close as Won	Select this action if the opportunity was won, resulting in a sale. When you select this action, the probability percentage is set to 100, the field “Status” is set to “Won,” the closing date is set to today’s date and the event flow assigned to the opportunity is closed. Furthermore, the opportunity is closed, meaning that you can no longer change any information on the opportunity. Therefore, to ensure that the value of the opportunity is reflected correctly, you should enter the final value of the opportunity in the field “Sales Estimate, Currency” before selecting this action. You can reopen the opportunity by selecting the action “Reopen.”
Close as Lost	Select this action if the opportunity was lost. When you select this action, the probability percentage is set to 0, the field “Status” is set to “Lost,” the closing date is set to today’s date, and the event flow assigned to the opportunity is closed. Furthermore, the opportunity is closed, meaning that you can no longer change any information on the opportunity. You can reopen the opportunity by selecting the action “Reopen.”
Reopen	This action is only available if the opportunity has been closed by selecting one of the actions “Close as Won” and “Close as Lost.” Furthermore, the action is only available if no budget has been created for the opportunity in the window Opportunity Budgets, and if the opportunity has not been converted into a job. When you select this action, the opportunity is reopened, causing the field “Status” to be set to “Open” and the assigned event flow to be reopened so that it once again becomes possible to change the information on the opportunity.
Send Opportunity to People Planner	If this field is marked, the employee category will be included in the scheduled import to People Planner. Setting this field will only have an effect if the field is included in the relevant queries in the .I files on the web server.

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Actions

This section shows the Actions available in the Opportunities workspace.

Top Tab

Field	Description
Close as Won	Select this action if the opportunity was won, resulting in a sale. When you select this action, the probability percentage is set to 100, the field “Status” is set to “Won,” the closing date is set to today’s date and the event flow assigned to the opportunity is closed. Furthermore, the opportunity is closed, meaning that you can no longer change any information on the opportunity. Therefore, to ensure that the value of the opportunity is reflected correctly, you should enter the final value of the opportunity in the field “Sales Estimate, Currency” before selecting this action. You can reopen the opportunity by selecting the action “Reopen.”
Close as Lost	Select this action if the opportunity was lost. When you select this action, the probability percentage is set to 0, the field “Status” is set to “Lost,” the closing date is set to today’s date, and the event flow assigned to the opportunity is closed. Furthermore, the opportunity is closed, meaning that you can no longer change any information on the opportunity. You can reopen the opportunity by selecting the action “Reopen.”
Reopen	This action is only available if the opportunity has been closed by selecting one of the actions “Close as Won” and “Close as Lost.” Furthermore, the action is only available if no budget has been created for the opportunity in the window Opportunity Budgets, and if the opportunity has not been converted into a job. When you select this action, the opportunity is reopened, causing the field “Status” to be set to “Open” and the assigned event flow to be reopened so that it once again becomes possible to change the information on the opportunity.
Send Opportunity to People Planner	If this field is marked, the employee category will be included in the scheduled import to People Planner. Setting this field will only have an effect if the field is included in the relevant queries in the .I files on the web server.