What Opportunity Behavior You Can Configure and Where

You can configure opportunities to support your specific sales process. For basic configuration, you can use either Setup Assistant or the Configure Opportunities quick setup page (the two are equivalent). You must use other tasks to make more substantial changes.

Here's an overview of default opportunity behavior for Digital Sales and CX Sales UIs and some of the ways that you can change it.

Default Opportunity Behavior	Applies To	Changes You Can Make in Setup Assistant or in the Configure Opportunities Quick Setup Page	Additional Setup
Opportunities follow the Standard Sales Process sales method provided by Oracle.	Digital Sales and CX Sales	Oracle provides two sales methods: Standard Sales Process (the default) Accelerated Sales Process You can select any one of these sales methods as the default and modify its sales stages. Or you can select a sales method that you created from scratch. In Setup Assistant or Quick Setup page, you can edit the sales method sales stage names and add your own stages. To enter or edit the stage details, you must use the Manage Sales Methods and Sales Stages task.	Use the Manage Sales Methods and Sales Stages task to populate the details of each sales stage, including: What fields are required The actions you want salespeople to take The tasks you want assigned (CX Sales Only) Documents you want to provide as part of Sales Coach (CX Sales Only) Assessments (CX Sales Only) For the Digital Sales UI, you can suggest appropriate actions to each of the sales methods and sales stages you create using Sales Orchestration processes. See the topic: Guide Salespeople Through Best Practices Using Orchestration.
Salespeople are required to enter a win or loss reason for an opportunity when they close it.	Digital Sales and CX Sales	You can make the entry of the win or loss reason optional. Your entry is the equivalent of setting the profile option Close Opportunity Win/Loss Reason Required.	You can modify the list of win and loss reasons. See the Modify the List of Win/Loss reasons topic for details.
Salespeople must also enter at least one competitor before closing opportunities.	Digital Sales and CX Sales	You can make competitor entry optional. Your setting is the equivalent to setting the profile option Close Opportunity Competitor Required.	If you want salespeople to enter competitors, you must set them up as described in the Competitors chapter.
When a salesperson creates an opportunity, the application automatically sets the close date to 20 days after the creation date unless the salesperson enters a different date. The close date can affect opportunity forecasts.	Digital Sales and CX Sales	You can change the default close date. Your entry is the equivalent to setting the Opportunity Close Date Default profile option.	By default, when the salesperson closes an opportunity, the close date is automatically updated to the actual date. You can retain the previous date, by setting the profile option Opportunity Close Date Retain on Closure to Yes.
A salesperson closes an opportunity by selecting one of the closed statuses: Won, Lost, or No Sale.	Digital Sales and CX Sales	None	You can modify the list of opportunity statuses using the Manage Sales Status task. For more details, see the Modify Opportunity Statuses topic.