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.
- 0% New
- 20% Qualification
- 50% Proposal
- 80% Contract
You can put in probability manually, but if you want this to be populated automatically across the organization, follow the instructions below:
- Click Administration Center on the eWay-CRM ribbon in Outlook. Alternatively, when you are using eWay-CRM Online, click the eWay-CRM icon in the email body and click Admin Center.
- Go to the Workflow section and select the Deals module. Then, choose type of the deal where you want to set automatic filling of probability.
- Fill in probabilities for different statuses. If you go to the Proposal status, 50 % will be set in the Probability field. The Closed Won status let on the value Closed Won that represents 100 %. When you make changes, save it.
- In eWay-CRM Desktop, 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.