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.