How to add forecast percent to Opportunity (2 Comments)

Topic by Yaoguang Wang

Content

Dear Experts,

While using Opportunity Tracking, I defined the Strategy/Stage/Task. In Sales Stage, there is "Forecast Percent".

What I want is, in opportunity, when the stage is selected， the predefined Forecast Percent for the stage should be set to Opportunity automatically.

Is it possible to achieve except adding rules to set the value based on the value changes of field "Strategy" and "Stage"?

Best Regards,

Yaoguang

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