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How to set quote chance of success?

Aug 02, 2017 at 03:44 PM

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Former Member

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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Best Answer
Saurabh Kabra
Aug 04, 2017 at 04:51 AM
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Hi,

You can change this default using following 2 options:

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

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

Thanks

Saurabh


step1.png (19.6 kB)
step3.png (20.7 kB)
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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

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