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Closing an MS CRM Sales Opportunity as Won

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This option is only available when saving an ORDER or INVOICE. This option will create a completed opportunity in MS CRM under the Sales tab.

If you’re using MS CRM 4.0 or later, you can click the button to open this MS CRM Opportunity in MS CRM.

Note:A quote is converted to an order or invoice using the File -> Convert to Order/Invoice menu.

This completed sale can originate in several ways. First, if there is an existing sales opportunity for this quote, QuoteWerks will convert that existing sales opportunity into a ‘Closed as Won’ sale. If there is no existing sales opportunity and this option is checked, then QuoteWerks will create a new ‘Closed as Won’ sale. If the ‘Closed as Won’ sale already exists and you have made some changes to the order/invoice, unfortunately, QuoteWerks will not update the ‘Closed as Won’ sale in MS CRM unless you previously re-opened the opportunity in MS CRM.

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