Dashboards & Reporting

AnnMcKeown
Participant

Can a user modify the deal stage probability of a specific, individual deal?

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.  

 

Thank you,

Ann

 

* I have Mktg and Sales Professional licenses.

0 Upvotes
webdew
Guide | Diamond Partner
Guide | Diamond Partner

Can a user modify the deal stage probability of a specific, individual deal?

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!
If we were able to answer your query, kindly help the community by marking it as a solution.
Thanks and Regards.

0 Upvotes
Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Can a user modify the deal stage probability of a specific, individual deal?

Hi @AnnMcKeown,

 

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.

 

Josh 




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

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer