Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

During the course of a sales process, a media campaign runs through different stages.The media campaign's probability depends on its stage.The  The media campaign's standard probability will be calculated automatically after you have saved the set it to a new stage. The allowed probabilities for the available stages are as follows:First contact - 5%are using 5% - 10% steps:

StageProbabilityStandard
ADvendio
First contact5%x
Initial Offer (w/o request)

...

10%

...

x
n/a20%
n/a25%
Alternative quote

...

30%

...

x
n/a40%
Offer on Request

...

50%

...

x
n/a60%
Showed interest

...

70%

...

x
Positive Feedback (Agency/Advertiser)

...

80%x
n/a90%
Booked100%x
IO received

...

100%x
Out of date

...

0%x
Offer denied

...

0%x


Change the Picklist Values


Note
titleImportant!
  • Every stage, that does not use a percentage value as listed above is handled as ZERO percent. 
  • All 100% stages are linked to the workflow which sets the "bill me" checkbox important for Billing and Accounting
  • To localize the stage values into your language please always use the translation workbench! Otherwise, some features might not work anymore. See below and learn more here: 7.1.8 Localization and Translation

...