How do I display Win Probability values on a pipeline?

Marketing_Professional_Enterprise

You can configure stages in your pipeline to display Win Probability values. Doing so will allow you to quickly view Win Probability values for your deals.

Take Note

  • These configurations are made on the stage level. If you want all stages in your pipeline to display these values, you must make these updates to each stage.

Display Win Probability values on your stages

  1. Click Deals to navigate to the Deals page.
  2. Click the pipeline dropdown then click the pipeline containing the stage you wish to edit.

    Click_the_pipeline_dropdown_and_then_the_pipeline.png

  3. Click the gear icon for the stage you wish to sort by Win Probability values, and click "Edit this stage."

    Click_the_gear_icon_in_the_stage_then_click_edit_this_stage.png
  4. The "Stage Options" modal will open. In the "Card Appearance" section, hover your mouse over the area that says "2 days."

    In_the_Stage_Options_modal_in_the_Card_Appearance_section_hover_your_mouse_over_the_area_the_says_2_days.png

  5. Click the gear icon that appears, and click "Win Probability" from the list of options.

    Click_the_gear_icon_that_appears_and_click_Win_Probability.png

  6. Click the "Save" button.

The Win Probability values for your deals will be displayed in your pipeline's stage:

Example_of_the_Win_Probability_showing_in_on_the_Deal_cards_of_the_upated_Stage.png

Learn more about the Win Probability feature.

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