Enter Reason for Won Opportunity

Explanation

This activity is used to perform the State change at the header level of the Business Opportunity. Click the Won command placed under the status group command of the Business Opportunity page, and the Won Business Opportunity dialog will be displayed. In this dialog, you can enter the relevant won note and explain the reason for winning.

Prerequisites

The opportunity must have been entered and saved before you can set the header state to Won.

System Effects

The opportunity header state is set to Won, and the additional info tab is updated with the state information relevant to the win. No further transactions can be performed for the opportunity.