Summary
This FAQ article provides an update regarding the new feature introduced in CRM.
FAQ
Question: What do the CRM Standards Opportunity and Quote Revision introduce in CRM?
Answer: This feature introduces a configurable global framework for managing the creation, updating, and suppression of Opportunities tied to Auto-Quotes. The framework ensures that Opportunities are only generated when they meet validated business criteria (e.g., revenue thresholds, vendor rules, reseller allowlists).
It also enforces:
Data accuracy and completeness in all auto-created Opportunities
Synchronization with quote changes
Avoidance of duplicate Opportunities
Additionally, it supports regional flexibility, allowing EMEA, UK, ANZ, North America, and India to define their own rules and thresholds.
Existing auto-closure behavior remains unchanged, and dependencies are clearly identified where Opportunity creation is intentionally prevented