1. Applications Administration Guide
  2. Setting a Default Sales Methodology (End User)

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

  1. From the application-level menu, select Tools, then User Preferences.

  2. Navigate to the Price List & Sales Methodology view.

  3. In the Sales Methodology field, select the methodology that you want to have as the default.