Document number: 11335

 

How to Close an Opportunity

1. Navigate to Sales, Opportunities and then Opportunity Details.
   
   
2. Click the Search button to list Opportunities and select the Opportunity you want to close.
   
   
3. Click the Edit Data button.
   
   
4. Change the Status field to the appropriate value.
   
   
5. Update Forecast Type.
   
   
6. Click Save.
   
   
7. If you select the status of Closed - Lost or Closed - Won, you must enter additional information.
   
   
   • The Win/Loss Reason is a required field. Select a reason from the drop-down list.
     
     
   • The Win/Loss Comments are supplements to the Win/Loss Reason. It is a required field.
     
     
8. Click OK.
   
   
9. If the deal was lost to a competitor, fill out the Competition section.
   
   
10. Click Save. You have successfully closed an opportunity.

Note: Closed opportunities in a previous quarter may not be updated. Please contact your Controller if you need to close an opportunity from a previous quarter.

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2001 All rights reserved.
Created: dkc 08/15/2001
Reviewed: 09/22/2004