Last Revised: 08 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
- Do NOT select the box Disable Probability Editing on Opportunities. Users will be able to update Sales Stage Probabilities on Opportunity Records.
- If using the Automatic Generation of Sales Stage Probabilities, select the option to choose between accepting system computed percentage and manually entering probability.
Use Sales Stage Probabilities to enable accurate forecasting.Tip: Sales Stage Probability is the probability an Opportunity will close, and bring in the Forecasted Amount, at each Sales Stage.
You are looking at a screenshot demonstrating how to Enable Users to Setup Sales Stage Probabilities on Opportunities:
Figure 1. Enabling Users to Setup Sales Stage Probabilities on Opportunities.