Settings

This special module only has one record. Here you can set:

Opportunity settings

  • The days for an opportunity to close

  • The default probability of an opportunity

  • The default forecast category

  • The default opportunity stage

Quote settings

  • The next quote number

  • The days for a quote to expire

  • The default email to send the quote from

Contract settings

  • The next contract number

  • The default time for a contract (in months)

Case settings

  • The next case number

  • The next solution number