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Q: How do users set their own probability on an opportunity?

An opportunity gets its probability from its stage. Each opportunity stage has a probability, and when a user picks a stage, the opportunity takes that stage's probability.

To let users set their own probability, the Administrator has to activate it by clicking Settings → CRM → Fields → Order & opportunities. Under Default fields, turn on Active for Probability: Ska_rmavbild_2022-05-06_kl._10.36.42.png

Users can then choose their own probability of an opportunity by entering a value from 0 to 100 in the Probability field:

Ska_rmavbild_2022-05-06_kl._10.35.26.png

Choosing a different stage afterwards replaces the entered value with the new stage's probability. The Probability field is not shown on orders or on opportunities in a 0% or 100% stage.

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