How to configure opportunity probabilities

1. 1. Click on CRM

   

2. 2. Click on Configuration > Settings

   

3. 3. Click on Update Probabilities

   

4. 4. Click on dropdown trigger

   

5. 5. You can select any variable to suits your probability setup. To remove any variable, hit the X icon next to it

   Any number of the following variables can be activated:

   • State: the geographical state from which the opportunity originates

   • Country: the geographical country from which the opportunity originates

   • Phone Quality: whether or not a phone number is listed for the opportunity

   • Email Quality: whether or not an email address is listed for the opportunity

   • Source: the source of an opportunity (e.g. search engine, social media)

   • Language: the spoken language specified on the opportunity

   • Tags: the tags placed on the opportunity

   

6. 6. Click on Update

   

7. 7. Make sure to click on Save

   

8. 8. Head back to Sales > My Pipeline

   

9. 9. Click any opportunity

   

10. 10. The probability will be set to 100% in the won stage

    

11. 11. To test the probability setting, try click the other stages. The probability will change as per setting

    

12. 12. You can manually edit the probability

    

13. 13. The default probability will be shown on top of it

    

14. 14. If you want to revert back to original settings, click on the gear icon

    

15. 15. The probability will go back to original value, as per your setting