Configure Basic Opportunity Behavior

Here's how to select and modify a sales method for your opportunities and to change opportunity close requirements. If you're satisfied with the entries you made in Setup Assistant, you can skip this step.

1. Click Quick Setup (gears) icon for the Opportunities functional area in Setup and Maintenance:

   • Offering: Sales

   • Functional Area: Opportunities

   • Quick Setup

2. You can make these modifications to the sales method:

   • Select a different sales method from the Default Sales Method list.

   • Edit an existing sales stage name, description, or win probability.

   • Select a different phase and status for a sales stage.

   • Enter a new sales stage:

     1. Click Add Row (the plus sign icon).

     2. Enter the sales stage information.

     3. In the Order column, enter a decimal number to insert the new stage between new stages. For example, enter 1.5 to enter a stage between stage 1 and stage 2. To enter a sales stage at the beginning, enter a value smaller than 1, for example, 0.5 or 0.75.

        Note: You shouldn't change the order of existing sales stages. An existing sales stage associated with the Won status should be the last stage in the sales stage order. The reason is if the status of your opportunity changes to Won, then the expected behaviour for the sales stage in the sales method moves to the last number in the Order column.

3. Modify opportunity close behavior:

   • Make the entry of the competitor and win or loss reason optional by selecting the No option for each.

   • Enter a different number of days in the Default Close Date in Days After Opportunity Creation field.

     If salespeople don't enter a close date in an opportunity, the close date is set to the creation date plus the number you entered. The close date affects the way opportunities are forecast.