💥 Reach thousands of inboxes in minutes: All new 'Email Campaigns' is here! - Learn More

Salesmate allows users to update win probability for each deal

As a Salesmate CRM user, you are already familiar with automatically setting win probability while defining your pipeline stages. We have updated the functionality; allowing you to set win probability for each deal irrespective of stage. This will only affect the deals where you enable manual changes by users.

Win probability brings a better depth of understanding to your sales forecast.

For instance, you have interacted with the client at a win probability rate of 20% in previous two stages, but the current conversation was better than last ones and you feel the client will close at a much better rate. You can reset the win probability of that particular deal.

Step 1: Enable the option of allowing users to set the probability on individual deal levels in your deal pipeline settings

UpdatePipeline

Step 2: Change the win probability of that particular deal

change win probability CRM

Here is a view of probability from your deal board view

win-probability

With our manual win probability functionality, you can say goodbye to all the unnecessary speculations concerning various deals. Have your sales team focus on to those deals that have high win probability.

Simply head to deal pipeline inside the setup menu, and and hover over the stages to edit and manage the win probability of that particular deal.

Want to know more about how you can manually set win probability, check out our help portal.

Avatar

A writer with an uncommon funny bone and a knack for perfection, Saptarshi loves to write about anything that can be of help to businesses, people, and dogs! A true human at heart, he likes to spend most of his time researching the internet to find ways technology is influencing our daily life (positively).

You may also enjoy these

Product Updates
🚀 May 2024 Experience Updates: Ticket Management, SLAs, and Document Management are here!

This May is pretty special for us and our customers. We are adding two big features to Salesmate and also bringing...

4 Min read
Product Updates
March 2024: All new Instagram integration, chat reports, and more!

In our tailored webinar on Salesmate 3.0, we already announced how we see social media integrations. We believe...

3 Min read
Product Updates
🚀January Experience Updates: 3 Key changes to kick-start 2024

Let's dive into 2024 with some amazing Salesmate updates and improvements. Check out the three top changes you'll...

2 Min read
Product Updates
📧 Reach thousands of inboxes in minutes: All new ‘Email Campaigns’ is here! 

If you’ve tried Salesmate before (or you’re an existing customer), you might know that our platform already...

3 Min read
Product Updates
April 2023: 5 Improvements in Contacts, Companies, Salesmate Chat & more 

April was a productive month for us. We took feedback from our customers on items that impact their daily...

2 Min read
Text COPIED

Make sales sexy again 😉

  • Save at least 50% on subscriptions and integrations.
  • Save 30% more time for your sales team.
  • Choose a CRM trusted by 5000+ businesses.
salesmate CRM
Scroll to Top
Scroll to Top