Configuring Opportunities Settings

Creation Date: September 7, 2023
Created By: Jordan Olivas

1. Click on Settings

Click on Settings

2. Click on Opportunities Setting

Click on Opportunities Setting

3. Select a Time period for User update

Choose if you want it once every day/ once every week or once every month

Select a Time period for User update

4. Select a Day for User update

If you opted for once every week/ once every month, select a day for user update

Select a Day for User update

5. Select a Time for User update

Select a Time for User update

6. Select yoiur TimeZone for User update

Select yoiur TimeZone for User update

7. Click on Save

Click on Save