What are your guidelines for modifying Probability % and Expected Close Date in Deals? Do your team

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Ryan Gerardi
Ryan Gerardi Member Posts: 5
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edited July 2022 in Sales CRM #1
What are your guidelines for modifying Probability % and Expected Close Date in Deals? Do your team members modify these values arbitrarily as they see fit or do you have pre-defined rules and guidelines for doing so?
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  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
    Photogenic First Anniversary First Comment
    edited April 2021 #2
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    Hi Ryan, i think is depending of kind of business. You have to set rules about your strategy. For example if you have 4 stages on a pipeline you can use this kind of set:
    Request 0%
    Sent quotation 30%
    Integration 60%
    Final Negotiation 90%

    Have a nice day!
  • Ivan Dovica
    Ivan Dovica Member Posts: 1
    edited February 2022 #3
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    Hi, just use your historical conversion rates for each stage.

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