Disabling Decision Criteria

By default, decision criteria functionality is displayed in Opportunity Manager.

You can disable this functionality for all users, so that it is not shown in any opportunity plan. This will remove decision criteria functionality from the following screens: Overview, Assessment and Relationship Map.

1. In Setup, go to Custom Settings.
2. Click Manage beside Altify Opportunity Manager Settings.
3. Select the Disable Decision Criteria button checkbox.
4. Click Save.

Decision criteria can also be disabled for specific types of opportunity plan.

1. In Setup, go to Custom Settings.
2. Click Manage beside Altify Opportunity Plan Type List.
3. Click Edit next to the relevant plan type.
4. Select the Disable Decision Criteria button checkbox.
5. Click Save.