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

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


To map the sales stage to probability values, forecast types and categories:
  1. Click Setup > Customization > Modules and Fields.
  2. Move your mouse over the Deals Module and click Stage-Probability Mapping. 
  3. In the Stage-Probability Mapping page, you will see the existing sales stages. 
  4. Click the Add Stage (+) link to add new stages. 
  5. Click the Delete Stage (-) link to delete existing stages. 
  6. In the Stage-Probability Mapping page, do the following:
    • Enter the deal's Stage Name, its Probability (%) in the respective boxes.
    • Select the Forecast Type and the Forecast Category from the respective lists. 
  7. Click Save.
  8. You can also map the the stage-probability by selecting the Layout of the Deals module, clicking on the Settings icon and selecting Stage-Probability Mapping.

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