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 CRM Administrator rights, if you require these then please speak to your CRM Admin user or our Customer Services Team.
Step 1: Navigate to the Settings Centre
To edit your Division Turnover, click on the cog icon in the bottom left-hand corner.
Once within the Settings Centre, navigate to the 'People & Places' section and scroll down until you reach the 'Division Turnover' configure option.
Step 2: Configuring the Division Turnover
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.
Step 3: Add a Description
Simply give your New Division Turnover a description, such as 1 Million - 2 Million and an associated average value which, in this example, would be 1,500,000. Once happy with the information entered, click 'Create' and your new Turnover will be added.