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Edit Opportunity Preferences

Customize your opportunity settings with the new Edit Opportunity Preferences feature.

Last Updated: 18th March 2025

Applies to:

  • All users

Edit Opportunity Preferences:

  1. Open the opportunity you want to customize.
  2. Click the Opportunity Preferences button located in the top-right corner.



  3. In the popup you can:
    • Adjust the Residential Project Lead Time.
    • Modify the Business Project Lead Time.
    • Add or edit Incentives by clicking "Add Option" to include specific incentives for this opportunity.


    1. Review your changes, then click Close to save and apply them to this opportunity only.

          Congratulations! You’ve successfully edited the preferences for this opportunity. These settings will apply specifically to this opportunity, while your standard preferences remain unchanged for others.