Last Revised: 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.
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 demonstrating how to Enable Users to Setup Sales Stage Probabilities on Opportunities:
Figure 1. Enabling Users to Setup Sales Stage Probabilities on Opportunities.