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 of your product or service.

To create a multi-month deal

Open a contact
Click on the + Deal button

Under Options, click on the  Multi-month checkbox. 
Enter the details of your deal (Deal name, Monthly amount and set number of recurring months).
Click Save to create the multi-month deal.

  • Once a pending deal is created, it's displayed under the specified month/deal stage in the Pipeline.
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