Set the Default Sales Method Profile Option

You can specify what sales method to apply to all newly created opportunities by setting the profile option Sales Method Default.

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

   • Offering: Sales

   • Functional Area: Opportunities

   • Task: Manage Opportunity Profile Options

2. In the search region of the Manage Opportunity Profile Options page, select Opportunity Management as the application, or just enter the profile option name Sales Method Default directly in the Profile Display Name field.

3. In the search results list, click the profile option name.

4. Set the profile option to the sales method you want to be the default for newly created opportunities.

Note:

Opportunity and revenue reports and analytics are designed to work with the Standard Sales Process method supplied by Oracle. If you use other sales methods as the default sales method, then you might have to modify your reports.