CRMHow to Set Up Recurring plans
The CRM module provides a productive framework for planning on the opportunities that are specified inside it and defining recurring revenues. Select ‘Settings’ from the Configuration menu.
Check the box next to ‘Recurring Revenues’ as indicated above. The Manage Recurring Plans button, which is located just below this option, or selecting “Manage Recurring Plans” from the Configuration menu’s dropdown list may be used to manage this feature. This action will bring you to the following window.
This window displays all of the pre-configured recurring plans. By just clicking on any of them, you may make individual edits. To include a new plan in the list, click the Create button.
Fill in the Plan Name and Months boxes as needed, then click ‘Save.’ Now, navigate to the opportunity’s form view.
You may view the revenue split under “Expected Revenue,” as previously mentioned. Choose the period from the dropdown list after deciding on a value. The order will now be invoiced in accordance with your specifications.