Editing Sort deals by their Win Probability value

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'''Navigation:''' [[Main_Page]] > [[Deals]] > sort deals by their Win Probability value

=How do I sort deals by their Win Probability value?=

==Introduction==
Sorting deals by their '''Win Probability''' value is an essential feature in ActiveCampaign that empowers sales teams to prioritize their opportunities effectively. This feature is particularly valuable because it enables users to list deals that they are most likely to close at the top or bottom of a specific stage in the sales pipeline. By focusing on deals with higher probabilities, sales teams can better allocate their resources and efforts to maximize sales success.

==How to access this feature==
To access the sorting feature for deals based on their '''Win Probability''', follow the steps below. Ensure that you have the appropriate permissions to manage pipelines and stages within your ActiveCampaign account.

==Step-by-step instructions==
1. **Navigate to the Deals overview page**: Start by logging into your ActiveCampaign account and navigating to the Deals overview page. This page provides you with a comprehensive view of all your deals.

2. **Select your desired pipeline**: Click on the '''pipeline dropdown''' to display your available pipelines. Choose the pipeline you wish to work with by clicking on its name.

3. **Access the stage settings**: Locate the stage you want to sort by '''Win Probability'''. Click the '''gear icon''' associated with that stage and select "Edit this stage" from the menu that appears.

4. **Set sort preferences**:
   - Click the '''Deal Sorting''' dropdown menu within the stage settings.
   - From the list of sorting options, select '''Win Probability'''.

5. **Choose sorting order**: Decide whether you want the deals sorted in **Ascending** or **Descending** order, and then click '''Save''' to apply your changes.

Following these steps will result in the deals in your selected stage being organized according to their '''Win Probability''' values.

==Configuration options and settings==
The configurations to sort deals by their '''Win Probability''' value are made at the stage level. It's important to note that if you want all stages in your pipeline to display these values, you must update each stage individually. The primary settings you can configure include:

- **Deal Sorting**: This option allows you to select how you want your deals to be sorted, specifically by their '''Win Probability'''.
- **Ordering Option**: Choose between '''Ascending''' or '''Descending''' order, based on your preference for viewing high versus low probability deals.

==Best practices==
To effectively use the sorting feature for deals by '''Win Probability''', consider the following best practices:

- **Regularly Review Your Pipeline**: Periodically check and manage your pipelines to ensure that the sorting reflects the latest data accurately.
- **Communicate with Your Team**: Ensure that all team members understand how the sorting system works so they can benefit from prioritizing deals effectively.
- **Update Probabilities**: Regularly update the '''Win Probability''' values of deals based on new information and insights. This ensures the sorted view is always relevant and actionable.

==Common use cases with examples==
- **Prioritizing Sales Calls**: Sales representatives can use this feature to organize their calls by focusing first on deals that are sorted at the top of the list due to high '''Win Probability'''.
- **Tailored Communication**: By sorting deals, sales teams can customize their communication strategies based on which deals are more likely to close, leading to improved engagement with potential clients.

==Troubleshooting==
If you encounter issues while sorting deals by their '''Win Probability''' value, consider the following troubleshooting tips:

- **Pipeline not displaying sorted deals**: Ensure that you have saved the sorting settings correctly on the specific stage. Double-check that you are viewing the correct pipeline and stage.
- **Changes not reflected**: If changes do not seem to apply, try refreshing your Deals page or clearing your browser cache, as caching may sometimes cause display issues.

==Related features==
To enhance your understanding and usage of ActiveCampaign's capabilities, you may want to explore the following related features:

- [[Deals]] pipeline management
- [[Win Probability]] settings overview

==FAQ==
'''Q1: Can I sort deals by other criteria besides Win Probability?'''
A1: Yes, ActiveCampaign offers various sorting options in the Deals stage settings. You can choose from multiple criteria as needed.

'''Q2: Do I need a specific plan to access the sorting feature?'''
A2: Yes, the sorting feature is available for users with Plus, Professional, or Enterprise plans.

'''Q3: Is sorting deals by Win Probability applied globally across all stages?'''
A3: No, sorting configurations are made on a stage level, so each stage needs to be updated individually.

'''Q4: What happens if I forget to save my sorting preferences?'''
A4: If you do not save your changes, the sorting preferences will not take effect, and your deals will not be rearranged based on Win Probability.

'''Q5: Can other users see my sorted deal view?'''
A5: Yes, if you save the sorting preferences, other users with access to that stage will see the deals sorted accordingly.

By utilizing the sorting feature for deals by their '''Win Probability''', you can significantly enhance your sales strategy and improve your team's efficiency in managing their pipeline.
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