Sales Culture > Sales Pipelines
Add Recurring Revenue
Posted by i3Teamworks Admin on 26 Feb 2018 5:23pm

For customer who repeat their orders every month, there is  a perpetual 6 month forward forecast. 

Add New Recurring Revenue

 1. From your Main Dashboard, tap on SALES  and click Sales Pipeline

2. Tap on 

3. Search Customer Name and clik on action to proceed.

4. Enter the information requested

*Note, below are important information to be keyed in to help you analyse the leads.

  • Assign To (owner of the leads)
  • Estimated Sales Value
  • Forecast Month (Start From)
  • Forecast Duration (Month)
  • Achieved Amount
  • Remarks & Comment
  • Status

Optional

  • Commission