How do I add, edit or remove Sales Opportunity Probability Codes?
Atlas allows you to assign Probability Codes to Sales Opportunities so that you know which sales are likely to close soon. This information is helpful for maintaining contact with prospects who are close to purchasing your products and services. You assign Probability Codes inside Sales Opportunities. Typically, an organization has a range of Probability Codes that go from Cold to Hot, from 0% to 100%, or any other descriptive progression. It is a best practice to change the Probability Code of a certain Sales Opportunity as the sales moves closer to completion. This way, your reporting is always up to date. Follow these steps to create Probability Codes.
1. Go to Admin > Manage Codes > Sales Opportunity Codes > Probability Codes.
2. Click New. The Selected Code text fields empty.
Want some training on MC Trade? Sign up today for one of our upcoming training options.