The standard out of box options ‘Close and Won’, ‘Close as Lost’ and ‘Reopen opportunity’ at opportunity level are enhanced further to handle the newly introduced options of ‘Close as Won’, ‘Close as Lost’ and ‘Reopen line’ at opportunity line level.
Close as Won
- Clicking the “Close as Won” button triggers the following actions: all Opportunity lines with a status of “In Process” are automatically updated to “Won,” the associated Project is attached to the Opportunity line, and a Contract is simultaneously linked to the Opportunity.
Close as Lost
- Clicking “Close as Lost” changes the status of all “In Process” Opportunity lines to “Canceled.” However, this action does not automatically disassociate any attached Projects from the Opportunity line.
Reopen opportunity
- Clicking the “Reopen” button on an opportunity line with a “Won” status will revert its status to “In Process.” Additionally, any associated Project will be disassociated from the Opportunity line.
- Clicking the “Reopen” button on a “Canceled” opportunity line reactivates it by changing its status to “In Process.” Any associated Project remains linked to the Opportunity line in this scenario.
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Note – During the process of ‘Close as Won’, ‘Close as Lost’ and ‘Reopen opportunity’, if there are any errors for any of the opportunity lines, then the whole process will be rolled back. |