Use the form and related dialog box to establish default settings for opportunities.
Related Topics:
Opportunity Settings Form
Use the Opportunity Settings form to establish the guidelines for features in the Opportunity Info Center.
Estimated Revenue Allocation Templates Dialog Box
Use the Estimated Revenue Allocation Template dialog box in conjunction with the Estimated Revenue tab to enter additional information about the selected template. This includes inserting and/or editing grid rows that contain description, time frame, and percent of total revenue details. You may also delete details as needed.
