Fields and Options
Use the forms and related dialog boxes to establish default settings for opportunities.
Related Topics:
- Service Estimate Tab of
Opportunity Settings Form
Service Estimates provide an overview of the estimated services and materials that are required for an opportunity. The Service Estimate tab in Opportunity Settings allows you to set up the default values for the Service Estimate feature in the Opportunities Hub. - Estimated Revenue Tab of
Opportunity Settings Form
Use the Estimated Revenue tab to specify the defaults used when creating a new opportunity. The user can specify the default allocation method and if the specific date method is chosen, create and assign a default allocation template. This data is used as an option in the Opportunity Forecast Report. - Manage Allocation Templates Dialog Box
Use the Manage Allocation Templates dialog box in conjunction with the Estimated Revenue tab of Settings > Opportunity Settings to create or update the allocation templates that are used as the basis for Opportunity Forecast reports.
Parent Topic: Opportunities Settings