1. Implementing Sales
  2. Make Opportunity Assignment Automatic

Make Opportunity Assignment Automatic

You can make the assignment of opportunities automatic by setting the system profile option Assignment Submission at Save Enabled. By default, sales users must assign opportunities manually when they edit each opportunity.

  1. In Setup and Maintenance, go to the Manage Opportunity Profile Options task:

    • Offering: Sales

    • Functional Area: Opportunities

    • Task: Manage Opportunity Profile Options

  2. In the Manage Opportunity Profile Options page, search for the profile option by entering Assignment Submission at Save Enabled in the Profile Display Name field.

  3. In the MOO-OPTY_ENABLE_AUTO_ASGN: Profile Values region, select Yes from the Profile Value list.

  4. Click Save and Close.