Click this option to choose a pipeline stage for the
opportunity. The selection list only includes stages that are designated as stages for closed
opportunities.
Date Closed
This field is autopopulated with today's date. If the date in is not the date you want to associate with the close action, you can type the date, or click
and select it from the calendar.
Reason
On this field, click
to select the reason that you are closing the
opportunity.
Closed Notes
Enter any additional information related to closing the
opportunity. Click
in the upper-right corner of the text field to display or hide the toolbars that provide editing and formatting options.
Create Project from an
Opportunity
Click this checkbox if you want to create a
project from the
opportunity. When you click
Save, the Copy
Project dialog box appears in the
Project hub with defaulted information from the closed
opportunity when you click .
Save
Click to close the
opportunity.
When you close an
opportunity that has resource assignments,
DPS displays a message that recommends that you either move those assignments to the
project, if you were awarded the contract, or delete the assignments. That message includes a link that displays the
opportunity's resource plan in
Project View so you can either move or delete the assignments.
and select it from the calendar.
to select the reason that you are closing the
opportunity.