1. Customer Relationship Management for Sales Implementation Guide
  2. Review Opportunity Pipeline

Review Opportunity Pipeline

These processing options specify the default information that the system uses to process opportunity information.

1. Begin Date:

Use this processing option to specify the beginning date in the date range for which you want to track opportunities that are included in the pipeline. If you leave this option blank, the system uses today's date.

2. End Date:

Use this processing option to specify the ending date in the date range for which you want to track opportunities that are included in the pipeline. If you leave this option blank, the system uses today's date.

3. Provide a Currency Code (for e.g. USD) for calculating Potential and Weighted Potential amounts:

Use this processing option to specify the currency code that is used to determine potential and weighted amounts for the Pipeline Review By Close Date report. If you leave this option blank, the system uses USD (United States Dollars).