Creating Opportunity Types using Request Types Management.
Opportunities are a special
Request Type. They are managed using a
separate feature component called Sales & Opportunity Management. Request Type Management is used to create the
Opportunity Types. Setting the Request
Type’s Feature Component to “Opportunity” designates
them as an Opportunity Type.
The Request Type is used to
define your own customized opportunity form.
You may create as many Opportunity Types as you need. E.g. you may want to collect different
information from large accounts versus small accounts, or you may want to
collect different information for different product opportunities.
The Request Type is also used
to define the auto assignment of Opportunities to your sales staff.
See the chapter titled Sales
& Opportunity Feature in Detail for additional information.