Sometime a deal isn't lost, but saying it has a 10% win percentage chance is an overstatement. We have many deals in a long-term follow up stage that should be 0% chance of closing, realistically, to prevent them from clogging up our reporting.
Possibile solutions:
- Add 0% as an option to the dropdown used to assign win probability to a deal stage
- Allow custom numbers to be entered instead of the fixed 10%, 20%, etc. tiers
Weitere Ideen mit folgender Beschriftung anzeigen:
Thank you for your continued feedback. I'm excited to let you know that, as of a few minutes ago, custom win amounts are now supported in the HubSpot CRM. To build a custom amount, visit pipeline settings and then the win probability dropdown, type in a custom amount. Then, enter a custom win probability for a given stage - that’s all!
All of us on the HubSpot Product Team are excited to see how you use this new functionality to help grow your business!
This is NOT solved. Setting deal probability to 0% automatically sets it as closed lost, but that is not the functionality that is requested here.
The ability to put a deal on the board without forecasting it is the desired functionality, but what they created is just another closed lost category.
Most of the comments in this thread seem to have been geared towards offering custom options for deal probability, which has been delivered. I can see how the stand-alone ability to set deal probability to 0% without it being marked as closed lost could be most helpful as well, for that please upvote this idea I've created here: https://community.hubspot.com/t5/HubSpot-Ideas/Set-deal-stage-to-0-deal-probability-without-deal-bei...
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