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Chance of success field is not updated based on my assessment(questionnaire

Former Member
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Hi,

I am not able to update the probability of success field which is caluculated by the system based on the assessment points from the questionnaire. In the questionnaire I have chosen answers to the questions and then saved the questionnaire. I am able to see the number of points and the percentage in the questionnaire, but that percentage is not updated in the Probablity of success field which is calculated by the system. Can anybody let me know what is the reason? Thanks in advance.

Regards

Sai

Accepted Solutions (0)

Answers (2)

Answers (2)

Former Member
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Hi,

In Lead the qualification level can be set using questionaire (points) rating but i dont think you can set Probablity of success % in Opportunity as Probablity of success % is defined against each Sales stage in customizing and it is updating on the basis of Sales stage selection on transaction (Opportunity)

Please mention which transaction your using(Sales, opportunity or lead)

You can define your own Probablity of success % for your customize sales stages not on the basis on questionare rating.

Path : SPRO->CRM->Transactions->Settings for Opportunities-Define Sales Cycle and Sales Stages->Assign Sales Stages to Sales Cycles

Regards,

Dipesh.

Edited by: Dipesh Date on Jun 8, 2010 12:12 PM

Former Member
0 Kudos

Hi,

I am not talking about the field Chance of success based on sales stage. I am talking about the field Chance of success based on the questionnaire in the assessment tab. I have defined questionaaire determination for transaction types already, but when ever I save the questionnaire normally chance of success field should automatically gets updated with calculated % by the system which comes from the questionnaire points. My problem is my questionnaire is getting saved but the % field is not updated by the system.

Thanks,

Sai

Former Member
0 Kudos

Hi,

I am not talking about the field Chance of success based on sales stage. I am talking about the field Chance of success based on the questionnaire in the assessment tab. I have defined questionaaire determination for transaction types already, but when ever I save the questionnaire normally chance of success field should automatically gets updated with calculated % by the system which comes from the questionnaire points. My problem is my questionnaire is getting saved but the % field is not updated by the system.

Thanks,

Sai

Former Member
0 Kudos

Hi,

I am not talking about the field Chance of success based on sales stage. I am talking about the field Chance of success based on the questionnaire in the assessment tab. I have defined questionaaire determination for transaction types already, but when ever I save the questionnaire normally chance of success field should automatically gets updated with calculated % by the system which comes from the questionnaire points. My problem is my questionnaire is getting saved but the % field is not updated by the system.

Thanks,

Sai

Former Member
0 Kudos

Hi,

I am not talking about the field Chance of success based on sales stage. I am talking about the field Chance of success based on the questionnaire in the assessment tab. I have defined questionaaire determination for transaction types already, but when ever I save the questionnaire normally chance of success field should automatically gets updated with calculated % by the system which comes from the questionnaire points. My problem is my questionnaire is getting saved but the % field is not updated by the system.

Thanks,

Sai

Former Member
0 Kudos

Hi Sai,

I believe you are talking of Qualification level(Automatic)field in the Lead transaction.

Pls. check the determination criteria.

Hope it helps.

Regards

Pramod

Former Member
0 Kudos

Hi,

I am not talking about the field Chance of success based on sales stage. I am talking about the field Chance of success based on the questionnaire in the assessment tab. I have defined questionaaire determination for transaction types already, but when ever I save the questionnaire normally chance of success field should automatically gets updated with calculated % by the system which comes from the questionnaire points. My problem is my questionnaire is getting saved but the % field is not updated by the system.

Thanks,

Sai