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.

5
To edit or delete value, use Actions.

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.

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.

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