If you have a lot of opportunities that you want to close, then you may benefit from using the Dataloader functionality to upload a file of the opportunities you wish to close and allowing the Dataloader to do this for you.
We recommend that the first time you use this functionality, you use a small file with a couple of opportunities so you can test out the functionality and make sure you are happy with it. Once you are happy, then you can upload a larger file containing all the opportunities you wish to close.
Info: If you have not used the Dataloader before, you will need to contact the Support Team and ask for permission to use the Opportunity Close mapper on the Dataloader.
You will need to prepare a CSV file of the opportunity id's that you wish to close. The id's should be listed in the first column without any headers e.g.
123456
124567
982304
34562
This CSV file would close opportunity ids 123456, 124567, 982304 and 34562. It would perform each of these in turn, so 123456 would be closed first and then 124567. The file should only contain ids.
Once you have prepared your CSV file, go to https://dataloader.quotevineapp.com and login with your Accelerate credentials.
Select 'Opportunity Close' as the Data Type, click 'Next'.
Choose who to notify after the upload.
Select the file you wish to upload and click 'Upload'.
A preview of the data uploaded from the file will be presented.
Clicking “Confirm” will close all the opportunities.
Click below for detailed instructions.
Once an opportunity close file has been processed, it is very difficult to undo. Therefore, please double check that your file is correct. There is validation in place to check that the opportunity exists however if you mistype then it might still find an opportunity and close the wrong one.
We recommend using the opportunity report to generate the list of opportunities with their associated ID.