Stage Probability should set probability for all deals within that stage
It would be great if, when setting a stage's probability, deals that move into that stage are automatically given that probability. If they are manually changed this could override that, but the stage probability would be default, instead of the default being blank.
This would be useful for us because we like to see the deals in list view and don't want to manually set probability for each individual deal and update it every time that deal progresses.
Thanks!!
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Hi,
I fully agree! I feel it is tedious and prone to errors when you need to manage each deal probability manually. Natural way (at least for me) is to move the deal in the pipeline to the following stage, which has been given a predefined probability. This should automatically be considered when reviewing revenue forecast report.
@Administrator Pipedrive Any updates on this matter?
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This suggestion is still in the backlog of ideas unfortunately and hasn't been prioritised at the moment. I'll highlight this again to our team to look at. Thanks for chiming in!
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Mike van der Valk said:
This suggestion is still in the backlog of ideas unfortunately and hasn't been prioritised at the moment. I'll highlight this again to our team to look at. Thanks for chiming in!
I have the same need for automatically set probabilities. They should also have the ability to manually be overwritten if a deal is "out of the norm".
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At least, you should be able to show "Stage probability" in the deals list view...
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any update here?
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Where is Pipedrive with this? This is a no brainer!
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The minimum capability should be ability to update deal stage probability via bulk edit in list view. Currently it appears the only way to do this is to batch export and update the values externally then reimport /synch, or report via an external application, both of which seem overly burdensome and prone to error. I'm no developer but exposing the deal stage probability field in the bulk edit screen shouldn't be too much of a challenge as the core logic already exists, unless I'm missing something?
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Hamish said:
The minimum capability should be ability to update deal stage probability via bulk edit in list view. Currently it appears the only way to do this is to batch export and update the values externally then reimport /synch, or report via an external application, both of which seem overly burdensome and prone to error. I'm no developer but exposing the deal stage probability field in the bulk edit screen shouldn't be too much of a challenge as the core logic already exists, unless I'm missing something?
Hi @Hamish!
I will share this with our Product team once more. At the moment we do not have updates on this improvement. You can always keep an eye on the What's New? channel in Community to be informed about our changes and product updates.0 -
I agree on this feature request, and have separately posted asking for a Workflow Automation option:
https://community.pipedrive.com/post/workflow-automation-query-deal-probability-update-based-on-deal-stage-616e9920890f3f4fc591bfd10 -
Hi has there been an update on this? It appears we are facing the same issues having our deals not take on our set stage probability. We must manually set the deal probability which is unideal. Please send an update on this request.
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Amanda Lemoine said:
Hi has there been an update on this? It appears we are facing the same issues having our deals not take on our set stage probability. We must manually set the deal probability which is unideal. Please send an update on this request.
Hi Amanda - nothing from Pipedrive. We recently changed our stages and default probability levels, but I have Workflow Automations that update the probability since it's not something the system does automatically.
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