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 Settings Centre

To edit your Company Turnover, click on the settings drop down, then select System Settings.

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 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'! 

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