How to set deal value on a subscription based deal

Martin Carlsson

I'm trying to set up a deal where what I'm selling is a subscription.

Is says "Changes effective from" is a required field.

However, since I don't know when (or if) the deal will close, how can I set the "Changes effective from"?

 

All the best

 

 

 

 

 

Inês Batata

Hi @Martin Carlsson !

I'd say set up a theoretical date that you guess the payments will start if you win the deal (for example, make it match the "expected close date" of the deal).

Learn more about the Recurring Revenue feature here.