Enter Opportunity Probability

Explanation

This activity is used to view, modify, or enter information about opportunity probabilities. A probability defines the chance to win the opportunity. This can be carried out by a user who has access to CRM data.

Prerequisites

This activity has no prerequisites.

System Effects

An opportunity probability is created and is available for use on the business opportunity.

Window

CRM Basic Data

Related Window Descriptions

CRM Basic Data
CRM Basic Data/Opportunity Probability 

Procedure

  1. Open the CRM Basic Data window and click the Opportunity Probability tab.
  2. Create a new record.
  3. Enter the short code for opportunity probability in the Probability field.
  4. Enter a description of the opportunity probability in the Description field.
  5. Save the information.