Shared guide

How to use deal probability and weighted values

This how-to guide walks you through using deal probability and weighted values by providing step-by-step instructions on data entry and navigating relevant links.

victoriaworkflowsvictoriaworkflows
·45 steps·64 views·Published

This how-to guide walks you through using deal probability and weighted values by providing step-by-step instructions on data entry and navigating relevant links. Learn to input essential numbers and manage your pipeline effectively for better deal tracking and client acquisition.

Step-by-step Guide45 steps

  1. Click on "Click here."

    Click on "Click here."
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  2. Click on "Click here."

    Click on "Click here."
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  3. Type "10" in Number

  4. Click on "Click here."

    Click on "Click here."
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  5. Type "20" in Number

  6. Click on "Click here."

    Click on "Click here."
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  7. Type "40" in Number

  8. Click on "Click here."

    Click on "Click here."
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  9. Type "60" in Number

  10. Click on "Click here."

    Click on "Click here."
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  11. Type "80" in Number

  12. Click on "Click here."

    Click on "Click here."
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  13. Type "0" in Number

  14. Click Save changes

    Click Save changes
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  15. Click New Inquiry10% of $40,000

    Click New Inquiry10% of $40,000
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  16. Click Jane Doe dealJane Doe

    Click Jane Doe dealJane Doe
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  17. Click Client Acquisition

    Click Client Acquisition
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  18. Click Discovery Call Booked

    Click Discovery Call Booked
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  19. Click Save

    Click Save
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  20. Click Jane Doe dealJane Doe$40,000

    Click Jane Doe dealJane Doe$40,000
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  21. Click $40,000

    Click $40,000
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  22. Click Client Acquisition

    Click Client Acquisition
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  23. Click Discovery Call Completed

    Click Discovery Call Completed
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  24. Click Save

    Click Save
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  25. Click Discovery Call Completed40% of $40,000

    Click Discovery Call Completed40% of $40,000
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  26. Click Jane Doe

    Click Jane Doe
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  27. Click Client Acquisition

    Click Client Acquisition
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  28. Click Proposal Sent

    Click Proposal Sent
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  29. Click Save

    Click Save
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  30. Click Proposal Sent60% of $40,000

    Click Proposal Sent60% of $40,000
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  31. Click Jane Doe

    Click Jane Doe
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  32. Click Client Acquisition

    Click Client Acquisition
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  33. Click Awaiting Payment

    Click Awaiting Payment
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  34. Click Save

    Click Save
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  35. Click Awaiting Payment80% of $40,000

    Click Awaiting Payment80% of $40,000
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  36. Click Jane Doe deal

    Click Jane Doe deal
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  37. Click Client Acquisition

    Click Client Acquisition
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  38. Click Client Onboarded

    Click Client Onboarded
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  39. Click Save

    Click Save
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  40. Click Client Onboarded$40,000·1 deal

    Click Client Onboarded$40,000·1 deal
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  41. Click Jane Doe

    Click Jane Doe
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  42. Click Client Acquisition

    Click Client Acquisition
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  43. Click Lost

    Click Lost
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  44. Click Save

    Click Save
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  45. Click Jane Doe dealJane Doe$40,000

    Click Jane Doe dealJane Doe$40,000
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