How to Auto-Populate Probability in Deals

How to Start Using eWay-CRM » Administration / Customization » How to Auto-Populate Probability in Deals

When you customize workflow or create a new one, you may want the Probability field be populated with a percentage automatically while you move a deal from one stage to another.

For example:

    • 0% New
    • 20% Qualification
    • 50% Proposal
    • 100% Closed Won

You can put in probability manually, but if you want this to be populated automatically across the organization, follow the instructions below:

  1. Go to the Administration Settings in the eWay-CRM ribbon.

  2. Select Module settings > Workflow diagrams> Deal – Opportunity. You will see the workflows on the right side under two columns – Parent Status and Child Status.

  3. For example, you want to set 20% while you are moving a deal from New to Qualification. Double click on the row New – Qualification  and in the opened window click Next >.

  4. Select Actions Before and click Add Action.

  5. Select Set Field Value and click Next >.

  6. Type in the word “Probability“ into the Database Field and specify the percentage in the Field Value field (e.g. 0.2 for 20%).

  7. Clicking the Finish and Next > buttons finishes the wizard.
  8. Optionally, you can do the same for the workflow backwards – Qualification – New, so that if you saved a deal as Qualification with 20% probability by mistake, you could set it back to New with 0%.

  9. Specify 0 in the Field Value.

  10. Repeat steps above for the following workflows:
    • Qualification–Proposal
    • Proposal–Closed Won

And, optionally, for other workflows, e.g.

    • Proposal–Qualification
    • New–Proposal
  1. Wait 30 seconds for automatic synchronization or synchronize changes manually. To do that, right-click on the eWay-CRM agent in the system tray and select Synchronize.

If you need assistance with customization or want us to do it for you, contact us at [email protected]

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