Jul 4, 2022 1:58 PM
I know that I can create incrimental deal probabilites in my pipeline stages, for example 5%, 15%, etc
Can I save those probabilites so that they're available on other deal stages? In addition to the standard 10%, 20%, 30%, etc, I would like to have 5% incriments as above.
If I create, say 65% using the "Add Option" in one deal stage, it is not available on other deal stages.
Appreciate any help - thanks
Jul 5, 2022 8:34 AM
@SChandler when you edit the deal stages, you can add additional stages and edit the probability - you should be able to customize these down to the single percentage point. Does that work in your portal?
Jul 7, 2022 10:23 AM
Jul 7, 2022 10:28 AM
If you add the stages/percentages in the settings, you shouldn't have to add them each time. It'll be baked into the pipeline from the settigns level. Is that what you're looking for?