Editions Available: Enterprise

Audience: All Users

Closing an Opportunity Record

You should close an opportunity record in Bullhorn once you've either won (and converted) or lost it.

To Close an Opportunity Record

1. On the opportunity record, from the Actions drop-down, select Close.
   • Or click the Closed workflow icon.
   • Or from the list view preview slideout of the opportunity, select the Actions drop-down, and Close.

   

2. Select either Yes or No depending on whether you won the opportunity or lost it.
3. From the Reason Closed drop-down, select a value that best represents why you are closing the opportunity.*
   
4. Click Update.
   • The opportunity's record status automatically changes to either Closed-Won or Closed-Lost and the Closed workflow icon is also marked as such.

   

*To change these values, you must edit the values associated with the reasonClosed field in Field Mappings. This requires administrative access. For more information, view the How do I modify the values listed in the Opportunity Reason Closed drop-down? FAQ.

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Related

• Adding an Opportunity Record

• Converting an Opportunity Record to a Job Record

• Understanding the Opportunity Dashboard

• Running the Opportunity Pipeline Report