1. Configuration Guide for Oracle CRM On Demand Financial Services Edition
  2. Opportunity Record Type

Opportunity Record Type

The following table shows the fields that you might want to set up in the Oracle CRM On Demand Financial Services Edition for this record type.

Table Opportunity Record Type Fields

Field Name Action

Potential Commission

Create a new currency field.

Account

Edit the field as follows:

  • Rename to Business Account.

  • Deselect the Required check box in the Additional Information section of the Opportunity Field Edit page.

Note: You must also deselect the Required check box for the Account field on the opportunity page layout for each role in the Financial Services edition. For more information on setting up page layouts, see Setting Up Page Layouts for Oracle CRM On Demand Financial Services Edition.

Close Date

Deselect the Required check box.

Opportunity Type

Edit the picklist values as follows:

  • Product

  • Service

Note: This field is used in a cascading picklist with the Product or Service field.

Reason Won/Lost

Edit the picklist values as follows:

  • Control Issues

  • Hired Personal Referral

  • Fees too High

  • Lack of Experience

  • Did Not Perceive Value

  • Do-It-Yourselfer

  • Lost to Competition

  • Lost to No Decision

  • Other

  • Relationship

  • Track Record

  • Referral

  • Existing Relationship

Revenue

Rename to Potential Revenue.