Companies 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 Company.
Prerequisites
You'll need CRM Admin rights in order to follow the steps in this article
Step 1: Go to System Settings
To edit your Company Turnover, go to the navigation menu, click on the Settings, then select System Settings.
Step 2: Navigate to People & Places in Settings
Once within the System Settings, navigate to the People & Places page and scroll down until you reach the Company Turnover configure option.
Step 3: Add New Company Turnover
By selecting the 'Click to Configure' link, the Configure Company Turnover window will open. Within this window all of your current Company Turnovers will be listed. To add a new one, click on the plus icon in the top right-hand corner.
Step 4: Add Company Turnover Details
Simply give your new Company 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'!
