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Opening Budget, Probability, Close Date
Opening Budget, Probability, Close Date
Christa Moody avatar
Written by Christa Moody
Updated over a week ago

In both the Project Creation and Project Details areas, you are given the ability to define an opening/estimated budget for your project. This allows you to get an idea of how this project will potentially affect your overall pipeline.

You can set an estimated budget for the project, select a probability % for closing the project, and set a close date.

This will remain in effect until you change your project's stage.

We hope this helps! Please reach out to us in support chat if you have any questions 🙂

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