Workflow Automation Query: Deal Probability Update based on Deal Stage
Following on from Jack Duff's post last year (https://community.pipedrive.com/post/stage-probability-should-set-probability-for-all-deals-within-that-stage-5ebc17b240e0286d0170308c), since this feature isn't available, how can we create a Workflow Automation that automatically updates the Deal Probability field based on the set parameters for each Deal Stage?
Obviously the field can be manually altered if the % should be higher or lower for a specific deal, but in general the default should be that this field is auto-populated.
I tried to create one, but could not figure out how to select the Stage Probability to then update Deal Probability.
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,330edited October 2021 #2
If a deal doesn't have the probability defined, the stage probability is assumed for that deal by default.
What you're trying to do will only help with data entry compliance and you can have the following automation for each stage of your pipeline.0