We have just implemented salesforce into our company as our CRM system and we currently have no way to capture our revenue. We dont have products so we currently have created 6 custom field on the opportunity FY1, 2, 3 etc (as we only need to capture revenue from year 1-6) is there a better way to do this on an object per line item? We need to see on reports the accumulative value but also our main value we like to report on is year 3
8 answers
I know and understand. I will try showcase something for them. Is the running order. Create a pricebook, then a product, then add products to the opp related list and do schedules from then? Can I create schedules yearly and not monthly - I think I can
