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How do I add Revenue Schedules information while creating a Deal?

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Follow these steps to add Revenue Schedules information while creating a deal:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Click Sales.
  4. Click Deals.
  5. Click +New Deal.
  6. Enter all the required information for the deal.
  7. Under the Item Details section, enter or select information for the following:
    1. Item Name: Select an inventory item from the drop-down.
    2. Quantity: Enter the number for the quantity of the item.
    3. List Price: Enter the price of the item.
    4. Duration Hours: Enter the duration hours of the item.
    5. Revenue Start Date: Select the starting date of the revenue.
    6. Revenue Installments: Field value is fetched from the Revenue Schedules Installment field of the product or service record added to the deal.
    7. Total: Filled automatically (Quantity multiplied by List Price).
    8. Net Price: Filled automatically (Total subtracted by Discount, if any). 
  8. Click Save.
Once the deal is created, you can find the details of the Revenue Schedules under the Detail View of the deal record.

 
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