Settings

IN THIS ARTICLE

Deal settings contains key values and preferences for the deal

General settings

General settings contains key dates and values, including:

Target price and margin - used as guides for internal users
Due date and start date - used to track urgency, and schedule project timeline
Deal probability - set when updating status. Used for weighted pipeline revenue and capacity
Deal owner - the primary owner of the deal (optional)

Start dates are always scheduled for the beginning of a week - to ensure consistent, clean timelines.

Start date

Advanced settings includes business plan features such as custom rate cards, deal currency and exchange rate

As well as the ability to customise key deal terminology like feature, overhead, etc.

Advanced settings

System settings includes deal account (i.e. client) and external ids (non editable)

System settings