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1. Go to the Winning Ways tab
2. Click New to create a new Winning Way (one is required for each Opportunity Record Type that is to include the Prediction capability)
3. Enter a name in the Winning Way Name field, e.g. "Default" for the default opportunity record type
4. Enter Opportunity in the Object API Name field
5. Leave the Status Field as StageName

6. Enter the Record Type ID of the required Opportunity Record Type (either the 15- or 18-character value)
   
   Note:

   Note

   If required, a Winning Way can be set up which will be utilised for any Sales Processes that don't match any defined Winning Ways, by leaving the Record Type ID field blank. An example where this could be used would be when multiple Opportunity record types are used within a single sales process (which has been defined programmatically). Also, if the org has only one sales process, the Record Type ID field could be left blank for convenience. Then, if any new Sales Processes are subsequently added, for which different Winning Ways are required, the Record Type ID would then need to be added.

   
   

7. Click Save

   Tip
   Prior to performing the following steps, it is recommended that you create a Behaviour Template for each step in the sales process. These Behaviour Templates should in turn be populated with the Behaviours that are required to drive a successful opportunity to closure. Completing these behaviours at each stage of the process will be an important factor in determining an outcome prediction.

   
   

8. Click the New Winning Way Step button in the Winning Way Steps related list
9. Enter the first Stage as required, e.g. Prospecting (the name must be an exact match to the stage name)
10. Use the Behaviour Template lookup to select which Behaviour Template you'd like to use for the individual sales stage being defined within the Winning Way.
11. Click Save & New, and continue setting up a Winning Way Step for each of the Sales Stages as required.

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