Summary of Opportunity Setup
Configure opportunities to guide salespeople through a structured sales process that's appropriate to your business.
Here's a summary of the setup tasks covered in this chapter.
|
Step |
Applies To |
Description |
Navigation |
Where to Get More Details |
|---|---|---|---|---|
|
1 |
Digital Sales and CX Sales |
You can review and change the default sales method and change the opportunity close behavior on the opportunity Quick Setup page. However, you must use the Manage Sales Methods and Sales Stages task to create new sales methods or properly configure the one you chose. |
|
See the following topics in this chapter: |
|
2 |
Digital Sales and CX Sales |
Optionally, configure opportunity statuses. |
|
See the topic: Modify Opportunity Statuses |
|
3 |
Digital Sales and CX Sales |
Optionally, configure the list of win/loss reasons salespeople enter when they close opportunities. |
|
See the topic: Modify the List of Reasons Opportunities Are Won or Lost |
|
4 |
Digital Sales and CX Sales |
You can enable further aggregations on custom opportunity fields and define the aggregation label. For example, for Deal Size, you might want to aggregate a custom revenue field or aggregate a different custom revenue field for an Expected Revenue aggregation. |
|
See the topic: Enable Group By and Custom Aggregations for Opportunities |
|
5 |
Digital Sales only |
Before salespeople can create recurring revenue schedules in Digital Sales, you must first enable the feature. You do this in Oracle Visual Builder Studio. You must then enable the Revenue Lines UI elements for Digital Sales. |
In Digital Sales, navigate to the page that displays the area you want to extend. For example, navigate to an opportunity record and then click View All Products on the Products panel. Under the Settings and Actions menu, select Edit Page in Visual Builder.
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See the topic: |