Probability of win is used to track the probability of selling a particular piece of business. It 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.
In this article:
- Add a Probability of Win
- Edit a Probability of Win
- Inactivate a Probability of Win
- Delete a Probability of Win
Add a Probability of Win
To create a probability of win:
- Navigate to the Probability of Win page and click Add. 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 pages.
- Retired: Set to Active. Only active probabilities of win are available in the Win Probability drop-down.
- Click OK.
Edit a Probability of Win
The information for the probability of win can be edited after it has been created. When the information is edited, it will update in all the existing probability of wins. To avoid updating the existing probability of win data, a new probability of win must be added.
- Navigate to the Probability of Win page and 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 mark it inactive. When you make a probability of win inactive, it is no longer available for selection in the Win Probability drop-down.
- Navigate to the Probability of Win page and select the probability of win to mark as 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 need a probability of win and don't want to keep a record of it, you can delete it. When you delete one that has been used, you receive a prompt to select a probability of win to replace the probability of win you are deleting. The delete and replace process cannot be undone.
- Navigate to the Probability of Win page.
- Right-click on the probability of win to delete.
- Select Mark for Delete.
- Click Save. The Replace window opens.
- Select the new value to replace the deleted value from the drop-down.
- Click OK.
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