Siebel Applications Administration Guide > Activity Plans and Sales Methods >
Setting a Default Sales Methodology (End User)
Users can set a default sales methodology in their preferences so that each time they create a new opportunity, their default sales methodology is populated for the opportunity record. This task is a step in Process of Administering and Using Activity Plans. To set a default sales methodology
- From the application-level menu, select Tools, then User Preferences.
- Navigate to the Price List & Sales Methodology view.
- In the Sales Methodology field, select the methodology that you want to have as the default.
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