How do I Customize the Opportunities App?

Opportunities App settings are provided with meaningful defaults. You can customize them according to your requirements by configuring the application.

Steps to Customize the Opportunities App

• Log in and access Opportunities App from your universal navigation menu bar. 
• Click on More(...) icon and select Settings from the app header bar.

A popup will appear with the group of configurations on the left, now we’ll go through each one with their actual values and adjust the actual values on the right:

• General
• Collaboration
• Duplication Rules
• Quick links
• Reports
• Tags
• Email
• Email to Opportunity
• Email Templates
• Email Sequences
• SMS Templates
• Notifications
  • Update Notifications
• Opportunities
• Calendar
• Conversion
• Communication
• Loss Reasons
• Markets & Segments
• Graph Performance
• Opportunities Amount
• Sales Stage
• Sales Cycle
• Territories
• Types
• Highlighting
• Triggers
• Intelligence 
  • Charts
  • Dashboard
• Customize App
• App Naming
• Associated Objects
• Master Layout
• Kanban Layouts
• List Layout
• Sort Ranges
• Relationships
• Views
• Reports
  • Standard
  • Properties Reports
  • Associated Object Reports
  • Sales Stage History
  • Group Listing Reports
  • Schedule Report
• Security
• Access Level
• Actions
• Assignment Level
• Data Sets
• Data Access Sets
• API
  • Create
  • Update Opportunity Attribute
  • Query List
  • Delete
• System Message
  • General