Set BU-Enabled Attributes for Leads and Opportunities

You use the Business Unit Properties page to set many of the lead and opportunity BU-enabled attributes.

Note: Remember, when you set an option, such as a rule or template, at the BU level, the setting is effective for only the BU that you indicate.

Here's how to specify business unit properties for leads and opportunities:

1. Sign in as a setup user.
2. In the Setup and Maintenance work area, Sales offering, go to: Company Profile functional area > Specify Sales Business Function Properties task.
3. If a BU isn't associated with the task, the application prompts you to select one. The Select Scope dialog box appears. In this dialog box:
   1. Select the Specify Sales Business Function Properties option.
   2. In the Business Unit list of values, click Select and Add and add the BU.
   3. After you've selected the BU, click Apply and Go to Task.
4. In the Specify Sales Business Function Properties page, set the options according to your business requirements.
5. Save your changes.

BU Attributes You Can Set for Leads

Here's what you can set in the Specify Sales Business Function Properties page for leads:

• Lead Templates
• Lead Conversion Mappings for leads and partners

BU Attributes You Can Set for Opportunities

Here's what you can set in the Specify Sales Business Function Properties page for opportunities:

• Default Sales Method
• Win/Loss Reason
• Require Competitor
• Territory-based Resource Assignment Style