CloudLink Ideas Portal

Lead to opportunity process - make the probability of closing configurable when lead is moved to an opportunity

When creating a lead currently you do not need to enter Probability Of Closing and the logic 
defaults it to 2 (medium) when transferring the lead to an opportunity - and that is not configurable. We want the logic to default to blank and require the sales rep to select a probability of closing
  • Jessica Mayher
  • May 8 2019
  • Already exists
  • Attach files
  • Court Laslop commented
    July 04, 2022 18:28

    Hi Jessica,

    There is a configuration to show probability of closing on a lead, which is currently turned off at Ohio.

    If you would like this turned on, please request this key enabled through the support portal: ckCommon.Lead.ProbabilityOfClosing.Show



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