Setting Up Sales Opportunity Probabilities

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This article provides a step-by-step guide on how to set up Sales Opportunity Probabilities in BigChange. This feature is crucial for sales teams as it allows for easy identification of a sales person's confidence in closing a sale.

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Creating Sales Opportunity Probabilities

To create Sales Opportunity Probability, follow these steps:

1. Navigate to: [top menu] Profile (icon) → Admin Settings → [side menu] Financial → Financial Documents & Sales Opps → Sales opportunities → Probabilities (tab)
2. Select "Add" and give it a name.
3. Select a suitable flag colour to represent it.

SO-prob3.png

 

Using Flags for Sales Opportunity Probability

Flags are used to represent different probabilities. Prospects falling into the different categories can then be easily filtered based on their likelihood of sales conversion.

Examples:

SO-prob1.png

SO-prob2.png

 

Conclusion

Setting up Sales Opportunity Probabilities in BigChange is a straightforward process that can provide valuable insights for your sales team. By using flags to represent different probabilities, you can easily filter prospects based on their likelihood of sales conversion and extract useful data for reporting purposes.