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First opportunity number

Setting the starting opportunity number.

Updated over 2 weeks ago

The first opportunity number serves as a unique identifier for tracking sales opportunities within the system. This feature allows you to assign a custom starting number for opportunities, enabling straightforward management and referencing.


View setting

➡️ Profile icon > Settings > Opportunities > First Opportunity Number > View


Setting the First Opportunity Number

  1. Select Starting Number:

    • Option 1: Start at 1.

    • Option 1000: Start at 1000.

    • Custom: Enter a custom number and it should be greater than 20.

  2. Save: Click Save to confirm your selection.

Once the Opportunity number is set, it cannot be decreased.

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