Opportunity Settings

Opportunity Settings controls the simple sales dropdowns used during prospect and opportunity creation, including convertibility and interest options.

What this page is for

Opportunity Settings controls the simple sales dropdowns used during prospect and opportunity creation, including convertibility and interest options.

Who should use it

Owner, sales lead, manager

Where to find it

/admin/opportunity-settings

Before you start

Keep options short, understandable, and aligned to how sales staff actually prioritize work.
Use one option per line where the UI asks for line-separated values.
Avoid too many choices; messy settings make front-desk lead capture slower and reporting weaker.

Daily workflow

Review pipeline language with sales staff before launch.
Save convertibility and interest options, then create a test prospect/opportunity to confirm the dropdowns are clear.
Update options only after checking reports and staff usage.

Watch out

Do not rename live options casually because old records and reports may become harder to interpret.

Use the left menu to open related pages in Admin Settings.
Use Ask Docs for questions that are already covered in this public documentation.