Set Up Opportunities and Opportunity Products

Help your sales reps close deals faster by customizing options for opportunities and the products you sell.

Note Opportunity products show as a related list on an opportunity. Customize the related list to change the fields that display and their order.

• Enable and Configure Similar Opportunities
  Allow users to find Closed - Won opportunities that match the attributes of an opportunity they're currently working on, so they can quickly access information that can help them close their deals.
• Enable Opportunity Update Reminders
  Updated and accurate opportunities drive precise forecasts. Enable update reminders to let managers automatically send a report of the team’s open opportunities to their direct reports in the role hierarchy.
• Set Up Big Deal Alerts for Opportunities
  Automatically email your users whenever an opportunity reaches a threshold of amount and probability. For example, set the threshold to trigger an alert when opportunities of $500,000 or more reach a probability of 90%. The alert is a plain-text email rendered in the corporate language and using the corporate currency setting.
• Manage Settings to Show Changed Deals
  Help your sales team prioritize work by highlighting recent changes in deal size and close date. For example, calling out recent changes to deals can help sales managers with their weekly coaching sessions. This feature is turned on by default, but you can turn it off (and back on).
• Set a Default Product Quantity of 1 on Opportunities
  Help your sales reps keep data and forecasts current and complete. If the opportunity product quantity is always 1 or isn’t known until later in the sales cycle, set a default quantity of 1.
• Automatically Enter the List Price as the Sales Price on Opportunities
  Ensure that the price from the associated price book is applied to opportunity products by removing the Sales Price field from the opportunity product layout.