Salesmate allows users to update win probability for each deal

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shomamoni29
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Joined: Wed Dec 04, 2024 4:49 am

Salesmate allows users to update win probability for each deal

Post by shomamoni29 »

As a Salesmate CRM user, you are already familiar with automatically setting win probability while defining your pipeline stages. We have updated the functionality; all

owing you to set win probability for each deal irrespective of stage. This will only affect the deals where you enable manual changes by users.
Win probability brings a better depth of understanding to your sales forecast.


For instance, you have interacted with the client at a win probability rate of 20% in previous two stages, but the current conversation was better than last ones and you feel the client will close at a much Bahamas Phone Numbers better rate. You can reset the win probability of that particular deal.Step 1: Enable the option of allowing users to set the probability on individual deal levels

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in your deal pipeline settingsUpdatePipelineStep 2: Change the win probability of that particular dealchange win probability CRMHere is a view of probability from your deal board viewwin-probabilityWith our manual win probability functionality, you can say goodbye to all the unnecessary speculations concerning various deals. Have your sales team focus on to those deals that have high win probability.Simply head to deal pipeline inside the setup menu, and and hover over the stages to edit and manage the win probability of that particular deal.Want to know more about how you can manually set win probability, check out our help portal.

Saptarshi Das
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