Set Deal Protection on Opportunities

When a sales territory is assigned to an opportunity product line, the application copies over the territory resources (salespeople) to the opportunity sales team. When territory realignment happens, ineligible territory resources are removed from the sales team, unless you enable deal protection.

You enable deal protection by setting the profile option, Opportunity Resource Deal Protection Period (MOO_DEAL_PROTECTION_PERIOD). The profile option is set to 0 by default.

Note: When you set the deal protection profile option, all existing sales team members are protected from realignment for the number of days for which deal protection is in effect.

Enable Deal Protection

Here's how to enable deal protection.

1. In the Setup and Maintenance work area, go to:

   • Offering: Sales

   • Functional Area: Opportunities

   • Task: Manage Opportunity Profile Options

2. From the Search region of the Manage Opportunity Profile Options page, enter Opportunity Resource in the Profile Display Name field.

3. From the MOO_DEAL_PROTECTION_PERIOD: Profile Values region, in the Profile Value field, enter the number of days for which you want the deal protection to be in effect. For example, enter 15 if you want the deal protection to be in effect for 15 days.

4. Click Save and Close.