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