Hi there,
One more question - Where is Opportunity Probability Look up defined?
I need to change % of probability at stages.
Thanks,
Felicity
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Hi Felicity,
To define the Opportunity probability please go to System designer-> Lookups -> Opportunity stages lookup.
Choose the stage in which you would like to change the % probability and open it full size. There you will be able to set the maximum probability for each stage.
Kind regards,
Diana
Julius,
Hi! OOTB the system does not have such property.
In most cases the probability of making a deal varies from 0 to max allowed value. From business perspective, until the opportunity is completely won there is always chance to lose customer for some reason.
In the system you can manually increase Probability value as you progress through the sale stages