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

  • 2 minutes to read

Applies to Dynamics 365 (online), version 9.x

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. Go to Sales > Opportunities.

    or

    If you're using the Sales Hub app, select the site map Site Map icon, and then select Opportunities.

  2. Select 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.