The latest enhancement includes the addition of a “Revenue” option within the Mandatory fields for both adding and marking deals as won. This update allows users to input revenue details alongside the deal category selection.
Use Case: This allows sales teams to access performance dashboards and analytics.
Navigation:
- Go to Settings.
- Proceed to Configuration.
- Select “Mandatory fields.“
4. Enable the “Revenue” checkbox for both adding deals and marking deals as won.
Note: After configuring the mandatory fields for revenue, follow these steps:
- Go to Pipelines.
- Click on “Add Deal.”
- Input necessary details and select the deal category.
Navigation:
- Go to Pipelines.
- Locate and click on the specific deal card.
- Click on “Mark as Won.”
