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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.

Probability Field

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.

Administration Settings

  1. Select Module Settings > Workflow Diagrams> Deal – Opportunity. You will see the workflows on the right side under two columns – Parent Status and Child Status.

Workflow Diagram for Deal

  1. 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.

Flows for Deal

  1. Select Actions Before and click Add Action.

Add Action Before

  1. Select Set Field Value and click Next.

Set Field Value Action

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

Set Field Value Action Example

  1. Clicking the Finish and Next buttons finishes the wizard.
  2. 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%.

Flows for Deal

  1. Specify 0 in the Field Value.

Set Field Value Action Example

  1. 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.

Synchronization

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

Do you have questions? Our consultants have answers.

Do not hesitate to contact us.