Close opportunities effortlessly by prepopulating attributes

Introduction:

• This feature significantly streamlines your opportunity closing process by relieving you of the cumbersome task of manual data entry.
• The system effortlessly populates the Opportunity Close form with relevant opportunity attributes, minimizing the time spent on administrative tasks.
• This efficiency ensures that your primary focus remains dedicated to nurturing relationships and fostering the growth of your business.

How to use this feature:

1. Open Dynamic CRM >> In App section select Sales Hub
2. On Opportunity table, Identify the specific opportunity record that user want to close.
3. Click on the three dots.

• Two options are available:
  • Close as won.
  • Close as lost   

• To close the opportunity as won, click on the “Close as Won” option.

• The Quick Create form for closing the opportunity will open.

• Put the description >> click on Save and Close button

• The chosen opportunity is updated as “won.”

Conclusion:

This feature represents an enhanced method for concluding opportunities, whether they are won or lost.

Thank you, Amisha for your valuable inputs!