Considerations for Closing an Opportunity

You can close opportunities as needed, for example, when they're won, lost, or no longer active.

When closing an opportunity, you may be required to enter a win/loss reason and a competitor, if enabled during setup.

There are two ways to close an opportunity:

• Use the edit opportunity UI: See the topic, Close an Opportunity Using Edit Opportunity UI, for more information.

• Use the update feature: See the topic, Close Multiple Opportunities, for more information.