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Former Member

How to set quote chance of success?

When creating a quote it defaults to 100% chance of success. Is there a way to change this default? or to have it blank?

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1 Answer

  • Best Answer
    Aug 04, 2017 at 04:51 AM

    Hi,

    You can change this default using following 2 options:

    1. Create a new Workflow Rule and set the action as Field Update.

    step1.png

    step3.png

    2. Do it via PDI in event BeforeSave ABSL Script file for CustomerQuote.XBOand update the field value for "Root-->SalesTerms-->ProbabilityPercent".

    Thanks

    Saurabh

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    • Former Member

      Used option one. It worked great. We did remove the % from the New screen. It stays at 100%. But when you save and Open it worked perfect! Great solution. THANKS