How to create a multi-month deal?
The multi-month deals feature allows you to create a deal which will repeat itself over the course of multiple months. This can be useful if you are selling monthly subscriptions to your product or service.
To create a multi-month deal, open a contact and follow the instructions below:
- Click on the Add Deal button below the Next Action area (see A).
- Enter the details of your deal (Deal name, Expected closed date, Deal stage, Owned by etc).
- Click on the Multi-month deal? link (see B).
- In the displayed fields, enter Deal name, Monthly amount and set number of recurring months (see C).
- Press Save to create multi-month deal (D).
Once a pending deal is created, it is displayed under the specified month and deal stage in the Pipeline’s Deal Stages Funnel.