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.