I would like the “Close Probability” of a deal to change to a set percentage when the stage changes.
I have set up 3 stages which are:
New (this is the default and represents a project that we are aware of but have not quoted
Quote 30% representing a project we have quoted that has a low probability of a win
Quote 70% representing a project we have quoted that has a higher probability of a win
Our needs are not really more specific than that, so when a stage changes, I want the close probability to reflect the same in the stage.
Why not just make changes to the close probability?
- I like the fixed percentages and do not need more granularity. If probability column can be a drop down that would be acceptable
- I like the stage automation of being able to move a win or loss to a different group automatically. Do not want to manage two columns to reflect the same info.
- I like the pretty colors easily identifying what kind of projects are out there.
Any ideas on how to achieve this? Thanks!