Dashboards & Reporting

AnnMcKeown
Participante

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.

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2 Respostas 2
webdew
Orientador(a) | Parceiro Diamante
Orientador(a) | Parceiro Diamante

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!
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Thanks and Regards.

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Josh
Especialista reconhecido(a) | Parceiro Platinum
Especialista reconhecido(a) | Parceiro Platinum

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 




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Josh Curcio

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