Table 17. Opportunity Record Type Fields
|
|
Potential Commission |
Create a new currency field. |
Account |
Edit the field as follows:
- Rename to Business Account.
- Deselect the Required check box in the Additional Information section of the Opportunity Field Edit page.
NOTE: You must also deselect the Required check box for the Account field on the opportunity page layout for each role in the Financial Services edition. For more information on setting up page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition.
|
Close Date |
Deselect the Required check box. |
Opportunity Type |
Edit the picklist values as follows:
NOTE: This field is used in a cascading picklist with the Product or Service field.
|
Reason Won/Lost |
Edit the picklist values as follows:
- Control Issues
- Hired Personal Referral
- Fees too High
- Lack of Experience
- Did Not Perceive Value
- Do-It-Yourselfer
- Lost to Competition
- Lost to No Decision
- Other
- Relationship
- Track Record
- Referral
- Existing Relationship
|
Revenue |
Rename to Potential Revenue. |