Close opportunities as won or lost

If your customer has accepted your proposal, congratulations! Whether your customer had accepted or declined your proposal, it's now time to close that opportunity.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium, Dynamics 365 Sales Enterprise, or Dynamics 365 Sales Professional More information: Dynamics 365 Sales pricing
Security roles	Any primary sales role, such as salesperson or sales manager More information: Primary sales roles

Close an opportunity

1. Select Opportunities in the Sales Hub sitemap.

2. Open the opportunity you want to close.

3. Select the Quotes tab and ensure that all the quotes are in Closed state. For instructions on how to close a quote, see Close a quote.

4. At the top of the Opportunity form, do one of the following:

   • To close your opportunity as won, select Close as Won.

   • To close your opportunity as lost, select Close as Lost.

     

5. When you close the opportunity as Won, in the Close Opportunity dialog box, do the following, and select OK:

   • In Actual Revenue, Verify the amount, and make changes, if necessary.

   • In Description, enter details about what contributed to winning this opportunity.

     

   When you close the opportunity as Lost, in the Close Opportunity dialog box, do the following, and select OK:

   • In Competitor, select a competitor you lost this opportunity to.

   • In Description, add more details around why the opportunity was lost.

     

   Important

   If your system administrator has enabled custom fields on the Opportunity Close form, you may be required to fill in data in other fields as defined by your organization.

When you close an opportunity record, all the information that you enter is available in the associated Opportunity Close record. To see the associated Opportunity Close records, on the Related tab, select Activities. Then, on the Activities tab, open the Closed Activity Associated View.

Note

After you close an opportunity record, the forecast category of the opportunity is automatically updated to Won or Lost depending on your selection for the opportunity closure.

For information on how to resolve the common errors that you may see while closing an opportunity, see the troubleshooting guide.

Reopen a closed opportunity

If you've closed an opportunity as lost, but would like to start discussions about a potential sale, you may want to reopen a closed opportunity.

1. Select Opportunities in the Sales Hub sitemap.

2. To see all the closed opportunities, in the view selector, select the Closed Opportunities view.

   

3. Select the opportunity that you want to reopen, and on the command bar, select Reopen Opportunity. The reopened opportunities start appearing in the open opportunities list.

Can't find the options in your app?

There are three possibilities:

• You don't have the necessary license or role.

• Your administrator hasn't turned on the feature.

• Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box apps such as, the Sales Hub or Sales Professional app.

See also

Nurture sales from lead to order
Dynamics 365 Sales troubleshooting guide
Troubleshoot issues with opportunities