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Issue: I can't close an opportunity
Here are some errors you might see when you close an opportunity:
  1. The opportunity can't be closed
  2. Access denied or Insufficient permissions
  3. The opportunity has already been closed

The following sections describe each of these errors and how you can resolve them.

 

1. The opportunity can't be closed


Reason:
There might be active or draft quotes associated with the opportunity.


Resolution:

  1. In the opportunity record, go to the Quotes tab (or Quotes line item tab).
  2. Make sure none of the quotes is in the Draft or Active status.

Quotes in the Draft status.

 

2. Access denied or Insufficient permissions.


Reason:
You don't have sufficient permissions on the opportunity you're trying to close.


Resolution:
Ask your system administrator to grant you the necessary permissions.

 

3. The opportunity has already been closed.


Reason:
The opportunity that you're trying to close is already marked as Won or Lost.


Resolution:
If you want to make changes to the already closed opportunity, reopen the opportunity, make changes, and close it again.