Opportunity Settings Form
Use the Opportunity Settings form to establish the guidelines for features in the Opportunity Info Center.
Related topics:
- Display the Opportunity Settings Form
You access the Opportunity Settings form in General Configuration. - Service Estimate Tab of Opportunity Settings Form
Use the Service Estimate tab to enable and set up default values for the Opportunity Info Center Service Estimate feature. - Estimated Revenue Tab of Opportunity Settings Form
Use the Estimated Revenue tab to set up allocation default values and to set up and save templates for use as the basis for Estimated Revenue entries on the Estimated Revenue tab of the Opportunities Info Center. - Fee Estimate Tab of Opportunity Settings
Use the Fee Estimate tab of Opportunity Settings to enable fee based estimates for your products and services. - BVS Sales Process Tab of Opportunity Settings Form
Use this tab to enter the link or URL that Ajera CRM references when you launch the Business Value Selling (BVS) Interface from the General tab of the Opportunity Info Center.