Settings

IN THIS ARTICLE

General settings

General settings contains key dates and values, including:

• Target price and margin - used as guides for internal users
• Due date and start date - used to track urgency, and schedule project timeline
• Deal probability - set when updating status. Used for weighted pipeline revenue and capacity
• Deal owner - the primary owner of the deal (optional)

Start dates are always scheduled for the beginning of a week - to ensure consistent, clean timelines.

Start date

Advanced settings

Advanced settings includes business plan features such as custom rate cards, deal currency and exchange rate

As well as the ability to customise key deal terminology like items, line items, etc.

Advanced settings

System settings

System settings includes deal account (i.e. client) and external ids (non editable)

Every variant of an opportunity shares one account, so changing it on one variant changes it on all of them. If another variant's status no longer allows the change, the account stays as it is and Estii names that variant.

System settings