Win, lose, and convert opportunities
Goal
Close pipeline deals as won or lost, and convert won deals into draft sales quotes.
Who it is for
crm.manage for stage moves / mark lost; crm.convert for Convert to quote.
Preconditions
- Updates and lose only while Open.
- Convert requires status Won, no prior
converted_document_id, and ≥1 line. - Sales module available for the resulting quote.
Steps — progress / win
- Drag the card or edit Stage onto a stage flagged Winning stage → status Won.
- Or advance through intermediate stages; probability may follow the stage.
Steps — Mark lost
- Choose Mark lost. Confirm.
- If Options require lost reason, select a Lost reason from the catalog.
- Status becomes Lost.
Steps — Convert to quote
- Ensure the deal is Won and has line items.
- Choose Convert to quote (
crm.convert). - System creates a draft sales quote (sales rep stamped from opportunity owner when linked; CRM attribution). Open the quote in Sales to edit/post.
Result
Closed deals leave the open forecast; quotes continue in the sales cycle.
Hard stops (422)
| Condition | EN message / key |
|---|---|
| Edit/move when not open | Only open opportunities can be updated or closed. |
| Convert without lines | An opportunity needs at least one line to convert to a quote. |
| Already converted | This opportunity has already been converted to a sales document. |
| Lost reason required | A lost reason is required by this tenant's CRM settings. |
| Deactivate stage with open deals | This stage still has open opportunities… |
Related
- Sales quotes (if present)
- Opportunity troubleshooting