Set deal probability in mobile app

frank.goris@arodo.be
[email protected] Posts: 3
edited July 2022 in Ideas and Product Feedback #1

It would be very usefull to have the possibility to change the "deal probability" in the Pipedrive mobile app.

When you travel and call a  client for a status update on the deal, you then can change this value from your mobile phone.

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  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Posts: 203
    100 Comments
    edited March 2021 #2

    Hi @[email protected] you cannot change the deal probability in the app for the moment, but you can set different probability values in different stage of pipeline.

    For example, first stage 0%, second stage 30%, third 60% e fourth 90%.
    In this way when you move a deal from a stage to another the probability gonna change automatically and you can do it also by the app.

    I hope is helpfull.

  • Brad Krause_13404
    Brad Krause_13404 Posts: 496
    100 Comments 5 Up Votes
    edited March 2021 #3

    And in deal list view on web is a must. 

  • frank.goris@arodo.be
    [email protected] Posts: 3
    edited February 2022 #4

    Hi Fabrizio, stages are used for action "in contact", "quote sended", "in negotiation". These stages are not 100% related to the probability. If this is what you mean.

     

    @Brad Krause : is there a list view in the mobile app?

     

  • Brad Krause_13404
    Brad Krause_13404 Posts: 496
    100 Comments 5 Up Votes
    edited March 2021 #5
    [email protected] said:

    Hi Fabrizio, stages are used for action "in contact", "quote sended", "in negotiation". These stages are not 100% related to the probability. If this is what you mean.

     

    @Brad Krause : is there a list view in the mobile app?

     

    no, on web.

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Posts: 203
    100 Comments
    edited March 2021 #6
    [email protected] said:

    Hi Fabrizio, stages are used for action "in contact", "quote sended", "in negotiation". These stages are not 100% related to the probability. If this is what you mean.

     

    @Brad Krause : is there a list view in the mobile app?

     

    Hi @[email protected] yes i talk about stage. You can set for every stage a probability in configuration setting of the Pipeline. See the screenshot in attached. 

    image
  • frank.goris@arodo.be
    [email protected] Posts: 3
    edited March 2021 #7

    Hi Fabrizio, thanks for the update. That's not really how we use Pipedrive. For us not every final negotiation has the same probability. same with quotes sended. Some deals have more chance to get an order. 

    I'm afraid we have to wait till we have the function available in the mobile app as well.

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Posts: 203
    100 Comments
    edited March 2021 #8

    Hi @[email protected] I know what you mean, but for the moment is the only way to do this. In the desktop view you can "force" the probability of single deal but not yet in the app. Have a nice day!

  • Joanna Ogorzalek
    Joanna Ogorzalek Posts: 3
    edited November 2021 #9

    Hi,

    We also need our Salespeople to change the Probability (Set Probability), when they are in the field, just after the meeting. Is that available now?

     

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