Closing an Opportunity Record

Learn how to close an opportunity record once you've won or lost it.

Closing an Opportunity Record

1. On the opportunity record, from the Actions dropdown, select Close.

   • You can also click the Closed workflow button.

2. In the Update Opportunity window, select Yes or No depending on whether you won or lost the opportunity.

3. From the Reason Closed dropdown, select the value that best represents why you're closing it.

   To change these values, edit the reasonClosed field in Field Mappings. This requires admin access — if you don't have it, contact your Bullhorn Admin.

4. Click Update.

The opportunity's status and Closed workflow icon automatically change to either Closed-Won or Closed-Lost.