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Set Default Opportunity Sales Method By Role (Doc ID 2538238.1)

Last updated on FEBRUARY 02, 2021

Applies to:

Oracle Fusion Sales Cloud Service - Version and later
Information in this document applies to any platform.


On : version, Opportunities

Set default opportunity Sales Method by role?

In Setup & Maintenance "Manage Opportunity Profile Options", it's possible to set a default Sales Method by Site or User.

Customer question
How can we set a default Sales Method by Role?
Customer has 3 different sales teams, and wants that each should have a different default Sales Method by Role.


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