Account & Settings

SChandler
Member

Custom Deal Probabilites

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 

0 Upvotes
3 Replies 3
danmoyle
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Custom Deal Probabilites

@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? 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-330-4696
dan@impulsecreative.com
https://impulsecreative.com/
0 Upvotes
SChandler
Member

Custom Deal Probabilites

Thanks Dan - that does work for me

What I was hoping to do was have those incrementals - 5%, 15%, etc,
permanently added to my available percentages in Hubspot - so that I would
not have to add a custom percentage each time
0 Upvotes
danmoyle
Recognized Expert | Elite Partner
Recognized Expert | Elite Partner

Custom Deal Probabilites

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? 

 


Did this post help solve your problem? If so, please mark it as a solution.


Dan Moyle

HubSpot Advisor

Learning Ops | Impulse Creative

[he/him/his]

239-244-8812 | 269-330-4696
dan@impulsecreative.com
https://impulsecreative.com/
0 Upvotes