Issue: I can't close an opportunity
Here are some errors you might see when you close an opportunity:
Here are some errors you might see when you close an opportunity:
- The opportunity can't be closed
- Access denied or Insufficient permissions
- 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:
- In the opportunity record, go to the Quotes tab (or Quotes line item tab).
- Make sure none of the quotes is in the Draft or Active 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.