Closing a Deal won without an order
Exception
Situation
The Deal is won but does not go through a Sales Order in XBuddy.
Recommendation
Use Mark won / close; enter a win reason if the company flag requires it.
Why
Manual close still emits Deal won as the order path does, so reports and downstream steps still run.
Steps
- Open the Deal.
- Click Mark won.
- Enter the win reason if asked.
Avoid
- Only change the stage without closing the Deal.
Roles & permissions
The sales owner of the Deal.