BETA test: Split deal value into multiple payments of various amount and dates

Kirill Grebtsov
Kirill Grebtsov Member Posts: 59 VERIFIED MEMBER
10 Comments
edited July 2022 in Sales CRM #1

As per the headline, we have added new functionality to Recurring revenue feature that can be useful for the business where recurring payments value vary over time as well as billing milestones.

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The data produced this way is accumulated into Cashflow report available in the Insights feature, where you can see your recurring  and payment schedule revenue.

The functionality is available in the plans starting from Advanced. 

Should you want to get your hands on this latest functionality - let me know in the thread, so that our team could enable the feature for you.

Best regards,

Kirill

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