How to End an Opportunity

In this article we will learn how to end an opportunity. ​Sometimes an opportunity is not going to work. When this happens you can mark the opportunity as lost, abandoned or simply delete. it

This is useful because you don’t want to see the leads that did not work showing up where all your leads that worked are. But, you do want to know where they end up.

Please, follow the next steps to learn how to update or delete an opportunity.

Part 1: Update Opportunity Status.
You can update the opportunity status if it’s not going to work to either lost or abandoned.

1. Click on the Opportunity you want to update
2. A pop-up will open up for this opportunity. Click on the status drop-down menu and you will see the other status options.
3. Click on the one you need, and then click on update.

Note: The Lost status would be appropriate if the lead has let you know they don’t want to be contacted anymore. The Abandoned status would be appropriate if your lead has not reached back or performed a certain action after some time.

Part 2: Delete an Opportunity.
You can do this to remove it from the list entirely.

1. Click on the opportunity you want to delete.
2. Below, on the left corner you will see the Delete button.
3. Click on this button to delete the opportunity from your account.