Create multi-month Deals

The multi-month deals feature allows you to create a deal that will repeat itself over multiple months. This can be useful if you sell monthly subscriptions to your product or service.


1
While creating or editing a deal → toggle the slider to green next to Multi-month.
2
Enter the details of your deal as required. Additionally the monthly amount and set the number of recurring months → click Save.

Multi-moth deal


Notes:

  • Once a pending deal is created, it's displayed under the specified month/deal stage in the Pipeline.
  • Multi-month Deals are marked with an icon of 2 circling arrows in the deal card of the Kanban View on the Pipeline Page.
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