Real-time Leads/Opportunities Reporting with Pre-set Probabilities

You now have greater visibility over your pipeline of leads/opportunities.

Author: Tim Randall | Last Updated: 30/03/2021

You now have greater visibility over your pipeline of leads/opportunities.

Set the probability of a lead’s success by stage so when a lead is moved to a stage the probability is automatically set and the new weighted / probable value calculated.

Set this up in the Leads/Opportunities/Pipeline page.

Real-time Leads/Opportunities Reporting with Pre-set Probabilities

At the top of each stage the total of all the weighted / probable values is now shown, with the grand total shown on the top right:

Real-time Leads/Opportunities Reporting with Pre-set Probabilities

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