Opportunities module settings

List of paragraphs:

• Processes
• Stages
• Other settings

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.

5

To edit or delete value, use Actions.

Stages

Opportunity Status 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.

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.