ACT! 2005 Tutorial

Closing and Reopening Opportunities in ACT!

You close an opportunity when you make or lose the sale. Act! then generates a history item to record the outcome.

To close an opportunity:

  1. In the Opportunity List, double-click the opportunity.

The Opportunity dialog opens.

  1. Under Status, select Closed – Won or Closed – Lost.

The dialog displays the Opportunity Info tab:

  1. Select a reason for closing the opportunity.
  2. Click OK.

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