Closing a sale

1. Within the context of the opportunity, click Sold. The Progress Opportunity page is displayed.
2. Complete the Status details and add a tracking note.
3. Click Save. The opportunity is set to a stage of Sale Agreed and a status of Won.
4. Depending on how your workflow is configured, you might want to create a cross-sell opportunity from this won opportunity. For example, if you win a deal to sell computers, you could create a new opportunity to sell computer maintenance plans. For more information, see Creating a new opportunity.
5. To close the opportunity, click Closed from the workflow actions.