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Prognosis

Named bands, each with a From and a To value, that an Opportunity is given as its prognosis.

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

Every field in plain words​

FieldWhat it meansWhat to put
PrognosisThe codeRequired, unique. Set when it is created
NameWhat users seeFor example Hot, Warm, Cold
FromThe lower end of the bandA number
ToThe upper end of the bandA number
BlockStops it being pickedTick to retire it

From and To are recorded with the prognosis; nothing on the opportunity calculates with them.

What it is connected to​

If something looks wrong​

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