Complete the opportunity

Complete the opportunity

1Click the Form drop-down arrow on the Menu bar. A list of the 10 previously opened forms 
displays.
2. Click the Opportunities list item. The Opportunities (Filter in Place) form opens.
3. Type [your opportunity number] in the Opportunity field.
4. Click the Filter in Place icon.
5. Click the Status drop-down arrow.
6. Click the Won list item.
7. Click the Stage drop-down arrow.
8. Click the 6-Close list item.
9. Click the Reason Won drop-down arrow.
10. Click the FEA list item.
11. Click the Save icon.
12. Click the Close (X) button on the Opportunities form

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