The probability of win is used to track the probability of selling a particular piece of business. The probability of win is often used by organizations who are tracking and monitoring sales pipelines so they can analyze and report on potential sales and revenue for upcoming sales periods.

**Add a Probability of Win**

- Click the Probability of Win link from the Main Menu. The Probability of Win page opens.
- Click the Add button. The Add Probability of Win window opens.
- Enter the following information:
- Description - Name for the probability of win.
- Win Pct - Likelihood of winning the business represented as a percentage.
- Abbrev Description - Shortened name for the probability of win used on various screens.
- Retired - Set to Active. Only active probabilities of win are available in the Win Probability drop-down.

- Click OK.

**Change a Probability of Win**

You can change the information for the probability of win after you have created it. When you change the information for a probability of win, it updates wherever the probability of win is used. If you don't want to update the already existing probability of win data, then you must add a new probability of win using the steps in Add a Probability of Win.

- Click the Probability of Win link from the Main Menu. The Probability of Win page opens.
- Select the probability of win to edit.
- Right-click and select Edit. The Edit Probability of Win window opens.
- Make the desired change.
- Click OK.

**Inactivate a Probability of Win**

If you no longer use a probability of win but want to keep record of it for reporting or other purposes, you can make it inactive. When you make a probability of win inactive, it is no longer available for selection in the Win Probability drop-down.

- Click the Probability of Win link from the Main Menu. The Probability of Win page opens.
- Select the probability of win to make inactive.
- Right-click and select Edit. The Edit Probability of Win window opens.
- Select Inactive from the Retired drop-down.
- Click OK.

**Delete a Probability of Win**

If you no longer use a probability of win and don't want to keep a record of it, you can delete it. When you delete a probability of win that is used, you receive a prompt to select a probability of win to replace the probability of win you are deleting. You cannot undo the delete or delete and replace process.

- Click the Probability of Win link from the Main Menu. The Probability of Win page opens.
- Right-click on the probability of win to delete.
- Select Mark for Delete.
- Click the Save button. If the probability of win is used, the Replace window opens.
- Select the probability of win from the drop-down to replace the deleted probability of win.
- Click OK.

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