How to...

You set up fee estimates and service estimates in Opportunity Settings Configuration.

Related Topics:

  • Create Estimated Revenue Allocation Templates
    Use the Estimated Revenue tab of Opportunity Settings Configuration 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 in the Opportunity Info Center.
  • Set Up Fee Estimates
    The Vision Fee Estimate feature provides standardized service profiles and cost structures that you can apply when calculating fee estimates for your projects.
  • Set Up Service Estimates
    Use the Service Estimate tab of Opportunity Settings to enable and create the default settings for use on the Service Estimate Tab in the Opportunities Info Center, and to create commonly used clauses to be used on Opportunity Estimate reports.
Parent Topic: Opportunity Settings Overview