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Probability

A short list of likelihoods, each with a percentage, that an Opportunity is rated with.

Where
Customer Relationship Management › Opportunity › Probability
Who uses it
The CRM administrator
When
At setup
Needs first
Nothing

Every field in plain words​

FieldWhat it meansWhat to put
ProbabilityThe codeRequired, unique. Set when it is created
Probability%The percentage it stands forFor example 25, 50, 75
BlockStops it being pickedTick to retire it

A Name field is configured for this screen but hidden as shipped, so a probability is known by its code.

The lead does not use this list: a lead's likelihood is the Probablity of its stage on the Pipeline.

What it is connected to​

If something looks wrong​

  • Saving says the Probability already exists. Codes are unique.