Opportunity Settings Overview

Use Opportunity Settings to establish the guidelines for features in the Opportunity Info Center, such as Service Estimates, Estimated Revenue, Allocation Templates, and the optional Business Value Selling (BVS) Sales Process.

Service Estimates and Estimated Revenue work together to make it possible to create a simple on-the-fly estimate for labor, units, expenses, and/or consultants for your opportunities. You may also create commonly used clauses to be used on Opportunity Estimate reports, and create estimated revenue allocation templates.

Use the optional BVS Sales Process tab to define the link that launches the BVS Interface.

Opportunity Settings are only available if you own the Vision CRM application. If you only own the CRM application, the following areas become available when you enable Opportunity Estimates: Accounts key conversion, Units key conversion, Accounts key format, Units key format, and the Accounts tab in Configuration > Accounting > System Settings.

For more information, see the discussions of the Service Estimate tab, Estimated Revenue tab, and BVS Interface in the Opportunity Info Center help.