Develop and improve your sales forecasting, sales planning, and improve your sales performance by customizing your sales probability fields
Using this guide, you can:
Probabilities are a great way to identify how likely you are to win each sale. Pre-program your probabilities to auto-populate when you change from one status to another, saving your Sales team unnecessary administrative time.
To customize your Probabilities:
To remove unused probability options - Use the delete button, found next to each unused option. Note - if you do not see the recycling bin icon, this means its in use. You cannot delete a probability option once it has been used..
Edit existing probability options - Existing probabilities can be renamed by clicking the probability’s title.
Add new probability options - Additional probability options can be added via the Add Probability button.
The Value is used as a the percent likelihood that you will win your sale. i.e. a Definite sale is 100% likely to be won.