1. Line Servicing User Guide
  2. Customer Service
  3. Customer Service screen’s Cross/Up Sell Activities tab
  4. Close Opportunity

4.18.3 Close Opportunity

You can close an opportunity based on the response received from customer and if there are no follow-ups required. However, you can close an opportunity and de-link the same from an account only when all the records are closed.

To close an opportunity
  1. Open the Customer Service screen and load the account you want to work with.
  2. On the Customer Service screen, click Cross/Up Sell Activities tab.
  3. Ensure that all the records are marked as closed and click Close Opportunity.

Parent topic: Customer Service screen’s Cross/Up Sell Activities tab