Division records can be categorised based on their turnover expectations. This field is manually populated by users of the CRM, but the turnover ranges can be configured. You will find the Turnover drop down on the main details page of a Division record. 

To configure your Division Turnover you will require Prospect 365 Administrator rights, if you require these then please speak to your key CRM user or our Customer Services Team. 

To edit your Division Turnover, click on the settings icon in the bottom left-hand corner.

Once within the Settings Centre, navigate to the People & Places section & scroll down until you reach the Division Turnover configure option.

By selecting the 'Click to Configure' link the Configure Division Turnover window will open. Within this window all of your current Division Turnovers will be listed. To add a new one click on the + icon in the top right-hand corner. 

Simply give your new Division Turnover a description such as 1 Million - 2 Million & an associated average value which in this example would be 1,500,000. Once happy with the information entered click Create & your new Turnover will be added. 

Watch our video! 

Did this answer your question?