Setting Opportunity Options

On the Opportunities tab you can define the default settings for the new opportunities that you specify for the Infor CRM Web Client. These settings are applicable only when the current user is signed in to the Infor CRM Web Client.

To set opportunity options:

  1. On the Tools menu, select Options.
  2. Click the Opportunities tab.
  3. Select the Use default naming conventions check box to allow the script to control the default names of the opportunities. The Sample Description field displays the sample name of the opportunity specified by the script.
    Contact the administrator to ensure if you must select this check box.
  4. In the Opportunity Status field, select the default status of an opportunity. By default, this field is set to Open.
  5. In the Opportunity Type field, select the default type of an opportunity. By default, no value is selected.
  6. In the Probability field, select the default probability of close for new opportunities. The application does not consider this value if the Sales Process field is set to a value other than None.
  7. In the Set estimated close date to x months after opening field, select the number of months to set the estimated close date for the new opportunities. You can select a value from 0 to 36.
  8. Select the Initially change estimated close to last day of month check box to close the opportunities at the end of the month selected in the Set estimated close date to x months after opening field.
  9. In the Sales Process field, select the default sales process for the opportunities. The list consists of all released sales processes. By default, this field is set to None.
    Note: The Default Sales Process field will be unavailable if the SalesLogix Advanced bundle is not installed.
  10. In the Default Contact(s) section, you can select the default contacts that must be added to new opportunities. The options are:
    • Add all contacts associated with account
    • Add only the account's primary contact
    • Add no contacts
  11. For Multi-Currency only: Click the Default Currency (Find) button to select from the list.
  12. To include products for all new opportunities by default, click Products, to open the Add Product dialog box.
    Note: This option is not available if Accounting Integration is configured.
  13. Click (Save).

    You must click (Save) on each tab to save the settings.

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