Last Revised: 14 Feb 2020 Written by Veloxity CRM Time Estimate: Less than 1 minute to read.
When setting up your Veloxity CRM system, configure Sales Stages to match your business process.
There are three ways to set up Sales Stage Probabilities:
- Automatically Generate Sales Stage Probabilities using Veloxity AI.
- Manually enter the Sales Stage Probability in Sales Stages.
- Enable users to enter their own estimates of Sales Stage Probability on Opportunities.
You can select more than one way to set up Sales Stage Probabilities. For example, you can manually set Sales Stage Probabilities, but allow users to edit and update these probabilities on individual Opportunities.