Opportunities module settings
List of paragraphs:
Find opportunities settings in Setup -> Opportunities settings.
Processes
Indicate Process when creating opportunity:
- 1
- To add new process, select Setup -> Opportunities settings -> Processes -> New value.
- 2
- Enter details, press Save.
- 3
- Choose default value.
- 4
- There is an option to leave value inactive, then it would disappear from select list.
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- 5
- To edit or delete value, use Actions.
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Stages
Opportunity Stage is indicated when creating new opportunity:
- 1
- To add new stage, select Setup -> Opportunities settings -> Stages -> New stage.
- 2
- Fill in the information and press Save.
- 3
- Choose default value.
- 4
- There is an option to leave value inactive for it to disappear from select list.
-
- 5
- To edit or delete value, use Actions.
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Other settings
Setup -> Settings -> Finance -> Opportunities you will find more settings that allow to:
- Create opportunity number prefix;
- Set opportunities due day;
- Set pipeline;
- Set opportunities visibility for customers;
- Set items depiction in documents.