crm_stage_probability
⧉ View on GitHubPurpose
Restores stage-driven probability management in CRM by keeping opportunities aligned with predefined stage percentages.
Features
- crm.stage: Adds a configurable probability percentage per stage with an option to auto-apply it and enforces the 0-100 range.
- crm.lead: Defaults each new opportunity to its stage probability, resyncs probabilities when the stage changes, and keeps predictive scoring from overriding matching values.
- crm.lead: Provides a form button and indicator so users can switch an opportunity back to the stage-defined probability.
- crm.lead.stage.probability.update: Provides a wizard that mass-updates lead probabilities for selected stages while blocking stages not marked for automatic updates.