Close opportunity — won
An authorized user closes an Opportunity as "Closed Won" after all prerequisites are met.
When this happens: You select Closed Won from the stage dropdown or clicks Close Won action.
Step by step
- 1
Select Closed Won stage or clicks Close Won action button.
EasyCRM checks pre-conditions: a. Amount > $0 — if not, error: Amount must be greater than $0 to close as Won b. At least one Quote with status Accepted — if not, error: At least one accepted quote is required c. Expected Close Date ≤ today — if not, error: Expected close date must be today or earlier All conditions met — updates stage to Closed Won, probability to 100%. EasyCRM updates the linked Contact's Lifecycle Stage to Customer (if not already). EasyCRM logs in Stage History: Closed Won by [User] EasyCRM creates activity log entry: Opportunity closed as Won EasyCRM sends notification to Sales Manager: [User] closed [Opp Name] as Won ($[Amount]) Optional celebration animation on UI (configurable). With result=Won.
Other paths
Close won from kanban
Drag opportunity card to the Closed Won column. EasyCRM checks the same pre-conditions. If met — closes. If not — card snaps back with error messages.
If something goes wrong
Amount is zero or null
At step 2a, Amount = 0 or null. EasyCRM shows an error: Amount must be greater than $0 to close as Won Stage change is blocked.
No accepted quote
At step 2b, no Quote with status Accepted Displays error with link: At least one accepted quote is required. [Create Quote]
Close date in future
At step 2c, close date > today. EasyCRM shows an error: Expected close date must be today or earlier. Current date: [date]
Good to know
- All three pre-conditions are validated server-side.
- Contact lifecycle auto-updates to "Customer" on close-won.
- Celebration UI is optional and configurable in system settings.