Opportunity Options

Use the Opportunities tab to specify default attributes for any new opportunities that you enter into the Sage SalesLogix Web Client. The Opportunity Options view displays the settings for the user who is logged on. These options are only applicable for that specific user in the Web Client.

To set opportunity options

  1. On the status bar, click Options.
  2. Click the Opportunities tab.
  3. In the Opportunity Description area, select Use default name conventions if the default names will be controlled by a script. A sample Opportunity Description will appear in the space below the check box. Contact your administrator if you are unsure whether or not you should select this item.
  4. In the Opportunity Status box, click the drop-down arrow and select from the list. (The default setting is Open.)
  5. In the Opportunity Type box, click the drop-down arrow and select from the list. (This setting is blank by default.)
  6. From the Probability drop-down list, click the drop-down arrow select a probability of close that will be the default for new opportunities. This option is unavailable if you chose a Sales Process in step 9.
  7. To set the estimated close date for the new opportunities you create, select the number of months in the Set estimated close date to x months after opening drop-down list. You can select from 0 to 36.
  8. If you want opportunities to close at the end of the month selected in the preceding step, select the Initially change estimated close to last day of month check box.
  9. Select a process from the Sales Process list. The list consists of all released sales processes. The default setting is blank.

The Default Sales Process box will be unavailable if the SalesLogix Advanced bundle is not installed.
  1. In the Default Contact(s) area you can assign default contacts to be added to new opportunities. Default Contact options are:
  2. Add all contacts associated with account
  3. Add only the account's primary contact
  4. Add no contacts
  5. For Multi-Currency only: Click the Default CurrencyFind button to select from the list.
  6. To include products for all new opportunities by default, click the Products button, to open the Add Product dialog box.

    This option is not available if Accounting Integration is configured.

  1. Click Save.

    2. You must log out of the Sage SalesLogix Web Client and then log in again before your options changes take effect.

Related Topics

Opportunities Overview

Setting User Options

 

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