Closing a Deal won when the customer orders
Choose a flow
Situation
The customer accepts the quote and places an order.
Recommendation
Confirm the Sales Order — the Deal closes won in the same transaction.
Why
Confirming the Sales Order closes the Deal and emits Deal won in the same transaction, so no Deal is left hanging while the order runs. If the flag is on and the order has service lines, a CRM Contract is created.
Steps
- Convert the Quotation to a Sales Order.
- Confirm the Sales Order.
- Check the Deal is won.
Avoid
- Close the Deal by hand before creating the order — timing and figures drift.
Roles & permissions
Sales user allowed to confirm Sales Orders.