How to Close an Opportunity in CRM

Overview:

This article provides a step-by-step process on how to close an opportunity.

Process:

1. Go to My Apps and open Okta.

2. Search for X4A in Okta and then click it. Xvantage for Associates (X4A) will open in a new tab.

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Opportunities.

6. Search for the Opportunity that you want to close using filter by or quick find icon.

7. Once located, open the opportunity for information by clicking on the subject.

8. Click the ellipsis (⋮) located at the upper menu.

9. Choose a status to close the opportunity:

   • Close as Won

   • Close as Lost

10. A pop-up will appear, update the following information:

    • Status Reason

    • Close date

    • Actual Revenue

11. Click Save & Close.

12. The opportunity status will be updated based on the information provided.