Mark An Opportunity As Won

Step 1 - Navigate to an opportunity

1.  On the Dashboard, open the opportunity you want to update. 
   
   

    

2. This feature applies to any non-indicative option(s) in the proposal.
   
   

Step 2 - Mark Opportunity as Won

1. On the bottom-right of the proposal page, click the Mark as Won button.

   

    

2. In the confirmation dialog box, check the required confirmation boxes and toggle:

   • I've provided the customer with a quote and terms regarding the sale, delivery, installation, maintenance and/or customer support of these products.
   • The customer has accepted those terms and agreed to be bound by them.
   • A signed copy of the quote has been received.
   • Toggle the "Send confirmation email to customer" switch on or off depending on your preference. 
   

    
3.  Click the Mark as Won button to finalize. The order will now be considered won. 
   
   

 Managing or Cancelling a Won Order 

1. The previous Mark as Won button will now become a dropdown bar that allows the installer to cancel it. 

   

    

2. Cancelling the order will bring it back to the previous stage.
   
   

• The opportunity must have existing items and items should not be indicative.

•  Confirmation emails are sent to both the installer and the customer (if the confirmation email toggle is enabled) when an order is marked as won.