Opportunities App preferences
The Opportunities Preferences screen can be accessed from your dashboard by clicking on the ellipsis (...) on your Opportunities App and selecting Preferences.
There are two default settings you can set in the opportunity preferences:
- Email Notification Template: When an opportunity is created, if you've assigned it to a different Method user, you're given the option to send an email notification to that user. This allows you to set the email template for the notification email. To create your own, check out Create a basic email template.
- Default Opportunity Status: The default status for the opportunity