Does anyone know how to enter the amount in a DEAL as “in kind”? It seems to not save unless I put an actual dollar amount.
Thanks!
@KGarland514 Correct, you can only enter in numbers in the amount field.
You could add a custom property named “In-Kind” and be a Yes/No field so you could report on the # of in-kind deals.
The other idea is to separate out all in-kinds in it’s own pipeline.
If you have any other questions or issues let me know in a reply.
If you want to hash it out even more over the phone, use the link in my bio to schedule that time.
Cheers,
Justin