Marking an opportunity as won or lost

An opportunity can be marked as won or lost from the opportunity record sheet.

DMF 010216 PROSPECTING OPPORTUNITIES MARK OPPORTUNITY AS WON/LOST or 191422 WEB PORTAL OPPORTUNITIES WIN
1 Click on > Mark as won from the opportunity record sheet.
2 In the window displayed, specify the following fields:
Field Description
Stage Select from the drop-down list the new stage of the opportunity. This list only displays the stages with a Won Status.
Signed on Specify the signature date. The current date is filled in by default.
Comment If needed, specify a comment.
3 Click on Confirm.

Depending on the required fields set up for stages, a window opens to specify the fields required to move through all the remaining stages in the pipeline.

Reference

To define the required fields for each stage, refer to Defining required fields for opportunity stages.

4 Specify the required fields for the remaining stages in the pipeline and click Save.

The opportunity is in the Won status.

Note

When an opportunity is marked as won, it is no longer possible to change its status.

DMF 010216 PROSPECTING OPPORTUNITIES MARK OPPORTUNITY AS WON/LOST or 191423 WEB PORTAL OPPORTUNITIES LOSE
1 Click on > Mark as lost from the relevant opportunity record sheet.
2 In the window displayed, specify the following fields:
Field Description
Reason Select from the drop-down list the reason of the loss. Reasons are set up from Tools > Setup > General setup > Sales > Archiving reason.
Stage Select from the drop-down list the new stage of the opportunity. This list only displays the stages with a Lost, Aborted or Off target Status.
Lost on Specify the lost date. The current date is filled in by default.
Comment If needed, specify a comment.
3 Click on Confirm.

The opportunity is in the Lost, Aborted or Off target status.

Note

When an opportunity is marked as lost, it is no longer possible to change its status.