Sales Hub Tools

RebeccaShultz
Mitwirkender/Mitwirkende

Line Items and Recurring Revenue

lösung

If I add a line item to a deal that has closed, does the recurring revenue calculate retroactively from the closed/won date? 

0 Upvotes
1 Akzeptierte Lösung
CateDuarte
Lösung
Stratege/Strategin | Elite Partner
Stratege/Strategin | Elite Partner

Line Items and Recurring Revenue

lösung

Hi @RebeccaShultz , yes you can update line items in a closed deal. The Recurring revenue is updated and when saving you will be asked if you want to update the Deal Amount. 

 

CateDuarte_0-1680277032767.png

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com

Lösung in ursprünglichem Beitrag anzeigen

1 Antwort
CateDuarte
Lösung
Stratege/Strategin | Elite Partner
Stratege/Strategin | Elite Partner

Line Items and Recurring Revenue

lösung

Hi @RebeccaShultz , yes you can update line items in a closed deal. The Recurring revenue is updated and when saving you will be asked if you want to update the Deal Amount. 

 

CateDuarte_0-1680277032767.png

 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com