Setting Opportunities User Options

Use the Opportunities tab to define the default settings for the new opportunities that you create. These settings are specific for each user and other users cannot view these settings.

  1. Select User Options from the User Options menu.
  2. Click the Opportunities tab.
  3. Specify this information:
    Opportunity Status
    The default status of an opportunity.
    Note: By default, this field is set to Open.
    Opportunity Type
    The default type of an opportunity.
    Note: By default, no value is selected.
    Opportunity Probability
    The default probability of closing the new opportunities
    Default Currency
    The default currency in which the amount for an opportunity is expressed.
    Default Contact(s)
    The default contacts that must be added to the new opportunities. Possible values:
    • All: Use this option to add all contacts associated with account.
    • Primary: Use this option to add only the account primary contact.
    • None: Use this option to add none of the contacts.
    Default number of months from opening to estimated close
    The number of months to set the estimated close date for the new opportunities. You can select a value from 0 to 36.
    Initially change estimated close to last day of month
    Select this check box to close the opportunities at the end of the month selected in the Default number of months from opening to estimated close field.
    Use default naming conventions
    Select this check box to use the Opportunity Description Convention as specified by the administrator. When the check box is cleared, the Opportunity Description Convention as specified by the administrator is disregarded.
    Note: The administrator determines if you have permission to change this option. If you are permitted to modify the Use default naming conventions option and select to clear the option, however, the administrator does not have the authorization to modify the Opportunity description. In this scenario, the user option is disregarded. The Opportunity still uses the default naming convention to prevent a blank and read-only Opportunity description.
  4. Click Submit.
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