Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OpportunityManagement/OMConfig.htm

## Configuring Opportunity Management

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)Components](#)

#### Competitor

The record representing a competitor organization in the market.

#### Opportunity

The core record used to organize and track a potential deal though its lifecycle stage. The record includes information to help sales users prepare for customer visits.

#### Opportunity Competitor

A related record linking a specific competitor and their corresponding product directly to an Opportunity, allowing users to track competitive intelligence for a given deal.

#### Opportunity Line

The related records that store information for specific products, quantities, and pricing details to automatically calculate Net Price and Net Amount information.

#### Opportunity Team Members

The related records that link a user to an Opportunity to define their role on the Opportunity, allowing organizations to track individual team member roles for a given Opportunity.

### Configuring Opportunity Management for

[![Closed](../../../Skins/Default/Stylesheets/Images/transparent.gif)All Users](#)

To configure this feature:

1. Ensure [Configuring the Product Catalog](../Products/ConfigProduct.htm) is complete.
2. Products for Opportunities must be product type, Order, with the parent product (product type Detail) selected in the user's My Setup.
3. Navigate to **Admin > Configuration > Tabs**.
4. Ensure the Opportunity tab is available. If not, create it.
5. Navigate to **Admin > Users & Groups > Permission Sets**.
6. Select the appropriate permission set.
7. Select the **Tabs** tab.
8. Grant View permission to the **Opportunity** tab.
9. Select the **Objects** tab.
10. Grant the following permissions:

    | Object Label (API) | Object Permission | Object Types | Fields | Field Permission |
    | --- | --- | --- | --- | --- |
    | Competitor (competitor\_\_v) | CRED | competitor\_\_v | All fields | Edit |
    | Opportunity (opportunity\_\_v) | CRED | opportunity\_\_v | All fields | Edit |
    | Opportunity Competitor (opportunity\_competitor\_\_v) | CRED | opportunity\_competitor\_\_v | All fields | Edit |
    | Opportunity Line (opportunity\_line\_\_v) | CRED | opportunity\_line\_\_v | All fields | Edit |
    | Opportunity Team Member (opportunity\_team\_member\_\_v) | CRED | opportunity\_team\_members\_\_v | All fields | Edit |
    | Person (person\_\_sys) | R | n/a | All fields | Read |
11. Grant view permission to the **opportunity\_line\_section\_\_v** object control on the opportunity\_\_v object.
12. Navigate to **Admin > Configuration > Objects > opportunity\_\_v > Layouts**.
    * Select the appropriate layout
    * Add the **opportunity\_line\_section\_\_v** related object section is added to the layout
    * Add the **opportunity\_competitor\_section\_\_v** related object section layout
13. Navigate to **Admin > Configuration > Objects > account\_\_v > Layouts**.
14. Add the **opportunity\_\_v** related object section to the appropriate Account layout. This step is optional.

**Configuring the Opportunity Management X-Page**

Use the Opportunity Management page template to create an X-Page allowing users to view Opportunity-related information, for example, KPIs, pipelines, and revenue. When deployed, this X-Page acts as the home page for the Opportunity Management dashboard. To configure the Opportunity Management page template:

1. Ensure [Configuring X-Pages](../X_Pages/X_PagesConfig.htm) is complete.
2. Navigate to **Admin > Configuration > Tabs**.
3. Ensure the Opportunity Overview tab is available. If not, create it.
4. Navigate to **Admin > Configuration > Pages**.
5. Ensure the Opportunity Overview page is available. If not, create it.
6. Navigate to **Admin > Users & Groups > Permission Sets**.
7. Select the appropriate permission set.
8. Select the **Tabs** tab.
9. Grant view permission to the **Opportunity Overview** tab.
10. Select the **Pages** tab.
11. Grant view permission to the **Opportunity Overview** page.
12. Select the **Objects** tab.
13. Grant view permission for the Opportunity Management object type on the **html\_report\_\_v** object.
14. Grant Read permissions for the following object fields on the opportunity\_\_v object:
    * account\_\_v
    * campaign\_\_v
    * close\_date\_\_v
    * total\_amount\_\_v
    * probability\_\_v
    * weighted\_amount\_\_v
    * name\_\_v
    * ownerid\_\_v
    * state\_\_v

1. Grant Read permissions for the following object fields on the opportunity\_line\_\_v object:
   * product\_\_v
   * net\_amount\_\_v

For more information on the template, see [Using the Opportunity Management Page Template](../X_Pages/X_PagesStudio/PageTemplates/OpportunityManagementTemplate.htm).

### Related Topics

[Opportunity Management Overview](OppMgmtDashboard.htm)

[Using Opportunity Management](OMUsing.htm)

[Creating Products in the Product Catalog](../Products/CreateProducts.htm)

[Opportunity Management Introduction Flightpath](https://vaultcrmflightpath.veeva.com/doc/Content/OpportunityMgmt/1-Intro.htm)