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:
Contact Roles¶
In Entity Manager → Opportunity → Fields → contactRole:
| Role | Value |
|---|---|
| - | (empty) |
| Decision Maker | Decision Maker |
| Evaluator | Evaluator |
| Influencer | Influencer |