Adding Expenses to Sales Plans, Solutions and Opportunities

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You can easily add the expenses associated with reaching your sales goals. The expenses can include:

  • Salaries and commissions
  • Sales training
  • Sales tools
  • Contest prizes
  • Team building activities
  • Travel costs
  • Food

Steps:

  1. Navigate to the Solution, Sales Plan, or Opportunity to which you want to add an expense.
  2. Click Add Item >Add Expense.

    Screen_Shot_2018-08-20_at_1.31.15_PM.png
  3. Add Expense Item screen opens.
    Screen_Shot_2018-08-20_at_1.34.42_PM.png
  4. Enter an Expense Item Name.
  5. Enter an Expense Description.
  6. Enter Unit Price.
  7. Enter Quantity.
  8. Enter Estimated Amount.
  9. Select an Expense Lead.
  10. Enter a Contracted Amount.
  11. Enter an Invoiced Amount.
  12. Enter Paid Amount.
  13. Optionally, add any contracts, invoices and/or payments.
  14. Click Add.

 

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