For companies that will be using the SedonaOffice Sales Management module solely or integrating with QuoteWerks, most of the setups are required. Setups for Prospect records are denoted with a single asterisk. Setups for Opportunity records are denoted with a double asterisk.
Below is a list of all Sales Management Setup Tables and Options.
User Defined Setup - Prospect*
User Defined Tables 1,2,3,4 - Prospect*