Display Probability Percentage Linked to the Entity Status in a Prospect Saved Search

First part is to create a Custom Entity field.

     1. Navigate to Customization > Lists, Records, & Fields > Entity Fields > New.

     2. Provide a Label (e.g. Customer Probability %).

     3. Set the Type field to Percent.

     4. Check Show in List checkbox.

     5. In the Applies To tab, check the Customer checkbox.

     6. In the Display tab, set the Subtab field to Main.

     7. In the Sourcing & Filtering tab, set the following:

• Source Lists is Status
• Source From is Probability

     8. Click Save.


Second part is to use the Custom field on the Search.

     1. Navigate to Lists > Search > Saved Searches> New.
     
     2. Select Customer.
     
     3. In the Criteria tab > Standard subtab, add the following:

• Stage is Prospect
• Required required filters

     4. In the Results tab > Columns subtab, add the following:

• Stage
• Customer Probabilty % (custom field)

     5. Click Save and Run.

Note: Enhancement 98059 has been filed to make the Probability field available on search creation.