Last Revised: 18 Sep 2020 Written by Veloxity CRM Time Estimate: Less than 1 minute to read. Version 2.0
From the Main Menu, click My Profile > App Setup > CRM Setup > Sales Stages
- Locate the Sales Stage where you want to enter a probability.
- Click the probability to the right of the Stage Name.
- Enter the probability you want to assign.
- Do you want users to be able to edit this probability?
- If yes, make sure the box Disable Probability Editing on Opportunities is unchecked.
- If no, make sure the box Disable Probability Editing on Opportunities is checked.
- Click Save.
- Fix Sales Stages to update Sales Stage Probabilities in the System. See Fix Sales Stages.
Tip: Sales Stage Probability is the probability an Opportunity will close, and bring in the Forecasted Amount, at each Sales Stage. Use Sales Stage Probabilities to enable accurate forecasting.
You are looking at a screenshot of Administrator Sales Stage Probabilities Setup:
Figure 1. Administrator Sales Stage Probabilities Setup.