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You can use assessments to evaluate the health of an opportunity or an opportunity product, contact, or competitor.
You also can be assigned as the owner by someone else.
Selecting the list displays a list of all of the open opportunities expected to close within the current calendar or fiscal period where you are on the opportunity team.
For each sales stage, administrators can create action items (process steps), task templates, recommended documents, assessment templates, and required fields for use in opportunities.
In addition, administrators can specify a different default win probability percentage for each sales stage.
In addition, if you update win probability at the product level, the product lines included in the forecast may change, depending on whether the line matches forecast criteria or not.