Sales General Settings

Configuration > Sales > General Settings

Field	Type	Description
Default Ticket Type for New Opportunities	Single Select	The Opportunity (Sales) Ticket Type selected here will be used as a default when creating new Opportunities (in the agent app) from a ticket area that has the 'Use' of "Opportunities" (may also be called "Sales"). The ticket type logged can still be chosen when logging manually but this acts a the default. A default can also be set per area.
Default Customer/Site for New Opportunities	Single Select	The Site selected here will be the default for any new Opportunities. It's recommended that this is a generic Site, unrelated to any specific Client.
Default Contact type for new Opportunity	Single Select	The contact type selected here will be the default applied to any new Opportunities. This can still be changed upon creation manually. From v2.253+, this can be set per Sales Ticket Type.
Allow Opportunities to be linked to both Opportunities and Tickets	Checkbox	When checked, Opportunities can be linked to Tickets as well as other Opportunities. Else, they will only be able to be linked to Tickets.
Enable Pipeline Stages	Checkbox	Pipeline stages act as a sub-category for the classification of a stage in a process. When enabled, this information will show on Opportunities, below the Status field, and will be configurable on Workflow Steps. The main functionality is that when the opportunity is set to a stage, the step this stage is attached to will be automatically applied. Pipeline Setup Guide
Pipeline Stages	Button	This will open up the menu for creating and configuring Pipeline Stages. These are purely descriptive, and their functionality only becomes apparent when they are applied to workflow steps.
Default Pipeline Stage for Opportunities	Single Select	This will be the Pipeline Stage that Opportunities will start on when first created.
Default closure pipeline stage	Single Select	This will be the Pipeline Stage used when an Opportunity is merged or manually closed outside of a workflow.
Profit and value of Opportunities is from the linked quotation	Checkbox	When checked, the Profit and Value fields of the Opportunity will be inherited from the appropriate values on the quotation once it has been generated further down the workflow.
Hide the default opportunity Ticket area	Checkbox	When checked, the Area on the left hand side navigation panel for "Opportunities", (which was present on deployment and will only be visible if the Sales module is enabled), will be hidden. Often clients may create their own Area for this, with their own preferred filters.
Hide the Opportunities treeview menu by default	Checkbox	When checked, the Tree Menu, I.e. the left hand side navigation menu where you can select your view, will be collapsed by default.
Closure Category (Formerly Contract Statuses)	Button	This will open up the menu for creating and modifying lookup codes for th closure category. When closing off an opportunity, you can choose i.e. "closed-won" the values to choose from can be created here.
Copy attachments from Opportunities to new customer record	Checkbox	When checked, should a new Customer Record be created off the back of an Opportunity, that Customer will inherit any documents attached to that Opportunity.
Show End-User details instead of Contact Details on Opportunities for existing Customers	Checkbox	When checked, should an End-User be present on the system that has the same email address as the Opportunity Contact, then the End-User details will be shown on the Opportunity, not the Contact's.
Hide email chain on Sales Mailbox Actions	Checkbox	When enabled, the email chain pulled through from the sales mailbox integration, will not show. Meaning that you will not see the entire chain per action, as each update to a ticket will show the entire chain.
Use Accounts and Prospects for Opportunities	Checkbox	When enabled, "Client-like" records can be made for potential sales, where the information is stored directly against them instead of the sales ticket. For more information on this, check out this guide.
Show Customer/User fields for Prospects	Checkbox	(v2.253+) When enabled, Opportunities linked to a Prospect will show the Customer/Site/User fields.

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