You are a salesperson working with Dynamics 365
Your role includes working with opportunities.
You successfully close a sale.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Click on the arrows to vote for the correct answer
A. B. C. D.AD.
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/close-opportunity-won-lost-salesAs a salesperson working with Dynamics 365, when you successfully close a sale, you should perform the following two actions:
B. Set the Status Reason to Won: This action updates the status of the opportunity from open to closed, and signifies that the opportunity has been won. Setting the status reason to Won is an important step as it helps in tracking the performance of the sales team, and also provides insights into the overall performance of the organization.
C. Change Est. Close Date to Actual close date: This action involves updating the estimated close date to the actual close date of the opportunity. This helps in accurately tracking the sales pipeline and forecasting future sales.
Option A is incorrect as it suggests changing the estimated revenue to the actual amount, which is not necessary as the estimated revenue is usually updated during the opportunity lifecycle.
Option D is also incorrect as it suggests changing the actual revenue to actual amount, which is not a valid action as actual revenue is usually calculated automatically based on the products or services sold and their prices.