Editing the Sales Potential
The sales potential is the total revenue to be gained by the opportunity. By default, the sales potential is the calculated sum of all of the associated products.
You can disable the automatic calculation of an opportunity's sales potential and manually add a sales potential amount. This may be necessary if you are integrated with an accounting system that manages the products for your company.
|
|
When you disable the automatic calculation and manually enter a value, all calculations that use the sales potential are not updated with the non-calculated value. |
To edit
- In the Opportunity Snapshot, click the Sales Potential hyperlink.
-
Do one of the following:
- Select the Override calculated sales potential check box and type a value in the Sales Potential box.
- Clear the Override calculated sales potential check box.
Clearing this option will update all calculations according to opportunity business rules.
- Click OK.
