Use lead management
You can activate or deactivate the Lead project role in the sales project. If the Lead role is deactivated, it is no longer available as a menu item in the menu. Columns belonging to the lead in all tables and overviews are no longer visible.

Use sales potential
The setting activates or deactivates the billing document type Potential

Initial probability for new potentials
Set the percentage you require.

Initial probability for new offers
Set the percentage you require.

use 2-stage forecast
If the function is active, the sales manager can evaluate potential and offers with their own probability.

Use as-if-sold
An as-if-sold analysis does not take place if the function is deactivated.

As-if-sold observation period
Specify the period of your as-if-sold values in months.

Decision date is mandatory
Specify whether the decision date is a mandatory field in the offer and potential.

Sales project is mandatory in the potential
Specify whether an assigned sales project is mandatory in the potential.

Sales project is mandatory in the offer
Specify whether an assigned sales project is considered mandatory in the offer.