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Field Name | Help |
|---|---|
Opportunity Name | Manually enter a value. |
Account | If blank, the NEW Customer account is populated automatically. The NEW CUSTOMER TEMPLATE account has the field, New Customer Template field checked. |
Assigned Dealer | If blank, the dealer account that is linked to the assigned rep is populated automatically. |
Assigned Salesrep | If blank, the contact that is linked to the log in user is populated automatically. |
Opportunity Currency | CAD is entered automatically. |
Closed Date | If blank, the system will enter today’s date automatically. |
Stage | If blank, the system will enter Discovery automatically. |
Price Book | Standard Price Book is entered automatically |
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