From the course: Learning Microsoft Dynamics 365: The Basics

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Complete the closing stage

Complete the closing stage - Dynamics 365 Tutorial

From the course: Learning Microsoft Dynamics 365: The Basics

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Complete the closing stage

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- [Instructor] The close stage is the last stage in the sales process. We've qualified the lead. We've learned everything we could to develop a great proposal and we've presented our proposal to the customer and now it's decision time. We move into the closing stage with these types of activities. First, based on feedback. Perhaps my draft proposal or an internal review. We prepare and present the final proposal. We verify the decision date with the customer. When will know whether or not we've won this business? Then, depending on the closing activities in your organization, you may be creating an order or creating an invoice or you may simply be closing the opportunity and marking it as won or loss and someone else is creating the invoice. Regardless of whether you won or lost the business, the process by default in Dynamics has you sending a thank you note and filing a debrief about this particular opportunity so that you're contributing to the lessons learned and best practices in…

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