Setting Opportunity options

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

To set opportunity options:

  1. Select Options from the Tools menu.
  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. Select the number of months to set the estimated close date for the new opportunities in the Set estimated close date to x months after opening field, . You can select a value from 0 to 36.
  5. 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.
  6. Select the default status of an opportunity in the Opportunity Status field. By default, this field is set to Open.
  7. Select the default type of an opportunity in the Opportunity Type field. By default, no value is selected.
  8. 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.
  9. Select the Add to Forecast check box to automatically include new opportunities in forecasts. Clear this check box if you do not want to automatically include new opportunities in forecasts. You can also manually select the Add to Forecast check box when adding or modifying an opportunity.
  10. (For Multi-Currency only) Click the Default Currency Find to select from the list.
  11. Select the default sales process for the opportunities in the Sales Process field. The list consists of all released sales processes. By default, this field is set to None.
    Note: The Default Sales Process field is unavailable if the SalesLogix Advanced bundle is not installed.
  12. Select the default contacts that must be added to new opportunities in the Default Contact(s) section. Possible values:
    • Add all contacts associated with account
    • Add only the account primary contact
    • Add no contacts
  13. Click Save.
    Note: You must click Save on each tab to save the settings.
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