Friday, December 21, 2007

CRM Probability

A client recently asked: When I try to enter the probability for a Opportunity, it is read-only. How can I add the probability?

The probability field is read-only and is changed when the Sales Stage is changed. To change a Sales Stage, you use a Workflow Manager rule:

* Open an Opportunity
* Click Actions > Apply Rule > Sale Process > select the Sales Process rule
* Click Actions > Change Stage > Select the appropriate stage

This will fill in the probability associated with the Sales Stage selected. To add Sales Stages and Probabilities, you need to modify the Workflow rule that creates them. If you open the Workflow Manager and go to Opportunity > Sales Process you will see the rule that creates the sales stages and probability

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