Stage probability mapping Flashcards
1
Q
How to Setup Stage probability mapping?
A
When you have a potential, whatever you have named your potential, that you have appropriate stages in that.
Go to Setup -» Customization -» Modules -» Deals or Potentila Module -» Click on the Cog (Gear Icon) -» Stage probability mapping -» Modify the name of the stage -» Select the Probability % -» If the step is before closing then select the open -» then select pipeline
You need to create a forecast for pipeline
