How can I customize the Stage and Probability mapping for proposals?

How can I customize the Stage and Probability mapping for proposals?

You can use the Stage-Probability Mapping feature to customize the Stage and Probability mapping for potentials. It helps you to do the following:

  • Create different types of Donor Cycle stages according to your organization-wide fundraising process
  • Associate Probability values to the Donor Cycle stages
  • Associate Forecast types (Open, Closed-won, or Closed-lost) to Donor Cycle stages
  • Associate Forecast categories (Pipeline, Closed, Omitted, Best Case, Committed)

To map sales stage to probability values, forecast types and forecast categories

  1. Click Setup > Customization > Fields.
  2. Select the Potential Module from the drop-down list.
  3. Click Stage-Probability Mapping.
  4. In the Stage-Probability Mappingpage, the existing sales stages are displayed.
    • Click the Add Stage link and add new stages.
    • Click the Delete Stage link and delete new stages.
  5. In the Stage-Probability Mappingpage, do the following:
    1. Enter the Stage Name, its Probability (%), and the Sort Order in the respective boxes.
    2. Select the Forecast Type and the Forecast Category from the respective lists.

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