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Opportunity Configuration

Opportunity Stages

In Administration → Entity Manager → Opportunity → Fields → stage:

Stage Value Probability Style
Prospecting Prospecting 10% info
Qualification Qualification 20% default
Proposal Proposal 50% primary
Negotiation Negotiation 80% warning
Closed Won Closed Won 100% success
Closed Lost Closed Lost 0% danger

Probability Map

{
  "probabilityMap": {
    "Prospecting": 10,
    "Qualification": 20,
    "Proposal": 50,
    "Negotiation": 80,
    "Closed Won": 100,
    "Closed Lost": 0
  }
}

Kanban Settings

Ignored statuses for Kanban view:

{
  "kanbanStatusIgnoreList": ["Closed Lost"]
}

Contact Roles

In Entity Manager → Opportunity → Fields → contactRole:

Role Value
- (empty)
Decision Maker Decision Maker
Evaluator Evaluator
Influencer Influencer