1. Administrator Guide
  2. Opportunities
  3. Other Settings

Other Settings

There are several other settings available in the Opportunities application.

To access the Opportunities Other settings:

  1. Go to Administration > Application Settings > Opportunities > Other settings.

Allow an approver to edit a submitted proposal: This feature, when selected, permits an approver to make adjustments to a Proposal after it has been submitted.

Allow a proposal to be associated with a deal: Enabling this feature lets you associate a proposal with a Deal. You first must have a Customer or Prospect set up. Then a Deal has to be created in the Opportunities application. You can then create a Proposal and tie it to the specific deal.

Disable editing of sent proposals: If the Proposal has been marked as Sent to the Customer or Prospect, this feature prevents editing the proposal within OpenAir.