Set a default opportunity type for all opportunities created in an initiative

Overview

When an initiative covers opportunities related to a unique opportunity type, you can set up a default opportunity type for the whole initiative so that the opportunity type is automatically selected every time a user creates a new opportunity.

Plan availability: Essential/Advanced
Required user role: Manager

Select the opportunity type for new initiatives

In step 2/2 of the initiative creation process, select the opportunity type in the Default opportunity type drop-down list and click Confirm.

Edit the default opportunity type of existing initiatives

Click the more options button at the top right of the initiative page and select Edit.

A pop-up will open. Select the opportunity type in the Default opportunity type drop-down list.

Opportunity creation scenarios

• If a default opportunity type is set: The default opportunity type automatically applies when creating an opportunity, skipping the opportunity type selection step.
• If no default opportunity type is set and multiple opportunity types apply: You need to choose the opportunity type when creating an opportunity.
• If there is only one valid opportunity type set for the initiative asset type in the Administration page: This opportunity type automatically applies when creating an opportunity, skipping the opportunity type selection step.