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Unlink probability from opportunity stage

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New Member
Posts: 1
Country: United_Kingdom

Unlink probability from opportunity stage

I have a client who wants to be able to amend the probability field manually for an opportunity and not have this updated when the stage is changed.

 

Would be grateful of any suggestions how / if this can be done.

 

Many thanks.

 

Tony Trevillion

Centurion Management Systems

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Platinum Elite Contributor
Posts: 6,867
Country: USA

Re: Unlink probability from opportunity stage

That is built into the program and there is no preference setting.

Roy Laudenslager
Retired ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
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New Member
Posts: 4
Country: USA

Re: Unlink probability from opportunity stage

This is a very big problem with Act for me.  We update the stage often and if we miss the probability defaulting back to ZERO it causes big problems with forecasting.  Is there any fix at all?

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Bronze Super Contributor
Posts: 1,170
Country: USA

Re: Unlink probability from opportunity stage

Just kind of thinking out loud - not sure if it could work - but...

 

I know there are some plugins around that can trigger a "pop-up" based upon certain data in a field.

 

There was an addon - Smart Notes I think it was - that could do this on contact records...

 

It might work on oppty records too, not sure, but it is worth a look.

 

Topline Designed  could be scripted to do this too, although it is probably overkill for just that one function.

 

Another alternative is not real time, but perhaps you could build an "exception" report that would list all open oppties that have a probability of 0...

 

Don't recall which version of ACT! you said you had, but if 2010 or later, you could build a custom dash to do this too - or use Topline Dash.