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:

1. • 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. Press SHIFT and click Administration Center on the eWay-CRM ribbon to go to old administration settings.



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

 

11. 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]