Jan 12, 2022 5:07 AM
I have a question on the following setting of the forecasting tool:
Click the Forecast deal amount dropdown menu and select an amount.
We don't want the stage to decide the closing rate and full amount does not give the right impression of realistic revenue.
Ideal for us would be that the close rate would be based on the Forecast probability, and we are aware we can set a workflow to dictate the close rates per forecast probability.
My question is: Why the Forecast amount (legacy) is a legacy option? What are the consequences of using a legacy option?
Jan 12, 2022 5:59 PM
Hello @MTapanTrengo, thank you for providing all this information. I want to invite to this conversation some of our top experts @karstenkoehler @webdew @Bryantworks any recommendations to @MTapanTrengo matter?