＊Note: the system administrator must set the reason for the success/failure of the business opportunity closure in the management page in advance: Click here for reference

1. Click the "Close" button at the top right of the opportunity detail page


2. The system will ask you to select "Closed Status (Success/Failed)" and select "Closed Reason". After setting the "Closed Date" and "Closed Notification", you can click "Confirm"


When adding or editing a business opportunity, you can also set the closing time.


3. If you have set a business representative, you can set whether to send a closing notice when a case is closed


4. After closing the opportunity, you can check the relevant closing information on the detail page. You can also cancel the closing and clear the closing status, reason and date.