Overview
In this section, you will find information about how to close an opportunity within Salesforce, whether it is won or lost.
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Concerned profiles:
ALL opportunity owners
Table of content
Step By Step
 David opens the opportunity he wants to close the status. |  |
 He double-clicks on the Stage and updates the stage to 5 – Closed Won. |  |
 As Closed Won, he must define that Solvay won the deal and not a distributor.•Once the status updated, David scrolls down until the section Additional Information and double-clicks next to Won/Lost Review to enter some information. •Once the details in Won/Lost Review entered, David clicks on Save. |
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 The Opportunity is won! |  |
 In case the opportunity was lost against competitor, David would have to first create a Competitive Insight from the opportunity, update the field Competitor known as “Yes” and finally close the opportunity as LOST. |  |
Related articles
- Definition, Objectives and Types of Opportunities
- Create a New Opportunity
- Clone an Existing Opportunity
- Define the Opportunity Team
- Add Contacts in the Involved Contacts
- Add Accounts in the Involved Accounts
- Manage the Negotiation stage
- Competitive insights - Create a Competitive Insight
- Cross BU Leads – Create a Cross BU Lead
- Introduction to Quote Process Management