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Microsoft Dynamics CRM (Archived)

Partially close an opportunity

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Posted on by Microsoft Employee

I am in a business that sells building supplies.  I have an opportunity with a builder that is $700k.  However, that opportunity closes in phases as the builder builds.  Can I close part of the opportunity as they order or do I need to enter separate opportunities?  Thanks for the help.  

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  • Suggested answer
    Alex Fun Wei Jie Profile Picture
    Alex Fun Wei Jie 33,626 on at
    RE: Partially close an opportunity

    Hi,

    You cant close an opportunity partially, but perhaps you can build a business process flow with different stages to indicate it.

    crmbook.powerobjects.com/.../business-process-flows

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