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