If you have a suitable Access level you can configure the Pipeline levels on Opportunities to meet your requirements.
Click here to see: Pipeline considerations
To configure the Pipeline, click on the Gear icon → Utilities → Pipeline.
You are presented with a list of all the Pipeline levels and the current settings arranged into a table. You can edit any Pipeline level by clicking on the Pencil icon.
Amending Pipeline levels with existing Opportunities
NOTE: if you wish to amend your Pipeline levels and you have already got Opportunities stored in your system, proceed with caution.
webCRM stores the current level of any Opportunity by the numeric reference. The text is drawn from this configuration. If you change the wording on a Pipeline level this will be updated on any Opportunity currently set to that Pipeline level.
We recommend that if you need to amend current Pipeline levels and have existing Data, you should run a Report including the Opportunity Number and Pipeline Level fields, and export to Excel. Then you can update the Opportunities to reflect the desired changes to the levels. Update the Pipeline configuration, then use Data Import to pull the amended Pipeline levels back into the Opportunities.
Click herer to see: General introduction to overviews
Click here to see: Introduction to data
Edit Pipeline level
From this screen you can customise:
The Level name
In use (or uncheck to disable this Level)
Win chance percent - set this appropriately for this Level
Detach % from Level - check this box to enable the User to set the % probability manually, uncheck it if you prefer the probability to be fixed for this Level
Days to follow up - set a number of days before the next action is due. User the value 0 to enable the field but set no date by default. Use the value -1 to hide the field.
Detach days from Level - user this option to enable the User to overwrite the date
Configure Pipeline percentage
You can configure the possible percentage values in the Drop down list by clicking on the Gear icon → Utilities → Pipeline and clicking Pipeline % in the top right.
