How to set up probability percentages for forecasting

Hey, Followup family, excited to introduce to you a new forecasting feature that allows you to assign a percentage to your opportunities.

Go into your project data, and then the sales status is right here, you'll see a new toggle to turn on probabilities.

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This allows you to enter in the percentage that this status would equal

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You'll be able to edit the statuses, and the percentages, right from the sales status area.

 

Happy selling!

 


 

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