Entering Closing Information
The Closing window lets you record the outcome of an opportunity.
1. Select the Closing sub tab.
2. Enter details of the close. You can enter information in the following fields:
Comment: Describe the reason for the win or loss, if the standard list of reasons is not sufficient.
3. Choose Save on the toolbar to add the opportunity closing information to the database.
1. Enter the name of the vendor to whom the opportunity was lost.
This can be a list of all accounts flagged as competitors, depending on how your implementation team set up Oracle Sales and Marketing.
2. Choose Save on the toolbar to add the loss of a competitor to the database.