Skip to main content

Close Your Deal

Accessibility

This unit requires some additional instructions for screen reader users. To access a detailed screen reader version of this unit, click the link below.

Open Trailhead screen reader instructions

You’ve set your goal and you’ve converted your highest-priority prospect. And following your lunch meeting, the customer has signed and you’re ready to close the business. 

  1. Click the Opportunities tab.
  2. Under Opportunity Name, click 10,000 Units to open the opportunity.
  3. Click Edit. Edit button highlighted on an opportunity for 10,000 units
  4. Update the opportunity as follows:
    • Amount: 120,000
    • Close Date: Today
  5. Click Save.
  6. Using the sales path, click Closed and Select Closed Stage. Sales Path showing the closed and select closed stage buttons
  7. From the picklist, select Closed Won, and then click SaveStage picklist with Closed Won selected and the Save button highlighted
  8. Click the Home tab. On the Quarterly Performance chart, click refresh icon to refresh the chart if necessary. Mouse over the chart to see your closed opportunity.

Quarterly performance chart with the refresh button highlighted. After you closed the opportunity the chart shows $120,000 in sales. That is $20,000 over your initial $100,000 goal

You crushed your number! Way to go, sales shark!

Summary

Congratulations! In just a few minutes, you got hands-on practice and learned how Lightning Experience can help you close more business. For your next step, check out:

Good luck, sales shark!

Keep learning for
free!
Sign up for an account to continue.
What’s in it for you?
  • Get personalized recommendations for your career goals
  • Practice your skills with hands-on challenges and quizzes
  • Track and share your progress with employers
  • Connect to mentorship and career opportunities