Close an opportunity as won or lost (Sales and Sales Hub)

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

  1. If you're using the Sales Hub app, in the site map, select Opportunities.

    OR

    In the Sales module, go to Sales > Opportunities.

  2. Open the opportunity you want to edit.

  3. 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.

      Close as Won and Close as Lost options on the Opportunity form

  4. 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.

      Close Opportunity dialog box when the opportunity is won

    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.

      Close Opportunity dialog box when the opportunity is 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.

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. If you're using the Sales Hub app, in the site map, select Opportunities.

    OR

    In the Sales module, go to Sales > Opportunities.

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

    Closed Opportunities view in the view selector

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

See also

Nurture sales from lead to order
Print leads, quotes, and other records
Dynamics 365 Sales troubleshooting guide for administrators