Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

The Opportunity Size and Margin features on an Opportunity, helping you to record how big of an opportunity this sale entails. The drop-down options should be in ranges e.g. 1-2k, but can be configured to your preference. 

Step 1: Navigate to Settings Centre

To edit your Opportunity Size and Margin, click on the settings icon in the bottom left-hand corner.

Step 2: Go to Sales in Settings

Once within the Settings Centre, navigate to the Sales section and scroll down until you reach the Opportunity Size configure option.

Step 3: Configure Opportunity Size

By selecting the 'Click here to Configure' link, the Configure Opportunity Size window will open. Within this window, all of your current Opportunity Sizes will be listed. To add a new one, click on the + icon in the top right-hand corner. 

Step 4: Add Relevant Information

You will now be able to start filling out information about your new Opportunity Size. The description should be relevant for all CRM users and helpfully summarise the Opportunity Size e.g. 1-2K. You can also enter the associated Average Value which will be the value used on best, likely and worst figures on standard reports. Once happy with the information entered, click 'Create' and your new Opportunity Size will be created.  

Step 5: Obsolete Old Opportunity Sizes

To obsolete any old Opportunity Sizes, click on the pencil icon for the required Opportunity Size and click 'Obsolete'.

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