Dec 3, 2021 2:00 PM
I have set up deal stages and provided probability percentages. I would like users to be able to modify those probabilities according to their assessments of individual opportunity.
* I have Mktg and Sales Professional licenses.
Dec 4, 2021 2:59 AM
Hi @AnnMcKeown ,
I will advise not to do that because if one user will change the probability, it will be changed for all the deals of the pipelines too and will mess up the propbability for them too.
Hope this helps!
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Thanks and Regards.
Dec 3, 2021 2:39 PM
My recommendation is to create a custom property with a probability dropdown, or if you plan to use it for a calculation, a number. If someone were to modify the probability of a deal by stage, it would impact all deals in that stage.
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