When the customer has accepted the proposal for the opportunity, you can mark the opportunity as Won.
When you mark a project opportunity as won, a project is created.
When you mark a service opportunity as won, a service contract is created.
You will need the "Set opportunity to won" permission in the Opportunities permissions group, or be a member of a group that has it, to mark an opportunity as Won.
To mark an opportunity as Won, go to the Opporutnities page and do one of the following:
If you are in the Kanban view, move the opportunity tile to the Won column.
If you are in the List view, select Won in the Stage column.
If you have multiple quotes in the opportunity, you can select the accepted quote.
You will be prompted that a project or contract will be created, depending on the type of opportunity. The total value shown on the prompt includes the value of the project, service contract, and the subscription.
Here is an example of how to mark a project opportunity as Won in the Kanban view.
