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Procedure documentationClosing and Deleting Sales Opportunities

 

You close a sales opportunity in SAP Business One when the sales process with a lead is finished – whether the process was successful or not. At this stage you classify the sales opportunity as either won or lost, and close it. Closing opportunities assists you in analyzing your sales effectiveness with the reports available in SAP Business One.

Procedure

To close a sales opportunity:

  1. Choose Start of the navigation path Sales Opportunities Next navigation step Sales Opportunity End of the navigation path.

    The Sales Opportunity window appears.

  2. Browse to the relevant sales opportunity.

  3. On the Summary tab, select Won or Lost.

    The Last Document Amount displays the amount listed in the last related document, for example, a sales quotation. If no document has been linked, the Potential Amount is displayed.

  4. Choose Update to save the data. All fields are then disabled.

Note Note

If required, you can reopen a sales opportunity by selecting Open.

End of the note.

To delete a sales opportunity:

  1. Choose Start of the navigation path Sales Opportunities Next navigation step Sales Opportunity End of the navigation path.

    The Sales Opportunity window appears.

  2. Browse to the relevant sales opportunity.

    Note Note

    Make sure that the opportunity is set to Open on the Summary tab.

    End of the note.

  3. In the Data menu, choose Remove.

    A message warns that this procedure is irreversible.

  4. To delete the sales opportunity, choose Continue.

More Information

Managing Sales Opportunities