Divisions 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'll find the Turnover drop-down on the main details page of any Division.
Prerequisites
- You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to Settings Centre
To edit your Division Turnover, click on the cog icon in the bottom left-hand corner.
Step 2: Navigate to People & Places in Settings
Once within the Settings Centre, navigate to the People & Places page and scroll down until you reach the Division Turnover configure option.
Step 3: Add New 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 plus icon in the top right-hand corner.
Step 4: Add Division Turnover Details
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'!
