Progress & Closure of Opportunity

While quote process, mark the opportunity as in-progress and based on quote status opportunity will get closed. Follow the below steps to close the opportunity.

• Navigate to -> Menu Category.
• Select Sales menu category.
• Navigate to -> Opportunity Record.
• To close the opportunity with “Won” status, at least one related quote should be approved status and no quote with draft.

Quote grid on opportunity with approved quote

 

Detail page of Won Opportunity

 

• To close the opportunity with “Lost” status, all related quotes should be in rejected status and no quote with draft.
• Once opportunity marked as won, lost, or cancelled, that opportunity gets closed.

Detail page of Lost Opportunity