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New Budget Process - Changing N/A Revenue Types - Manager

New Budget Process - Changing N/A Revenue Types - Manager

Are you showing N/A as a Revenue Type in your budget template for a Prospect Account? Just follow the below instructions to learn how to update each Account to a Revenue Type that you choose!

1. Select the Fill Out Budget button.

Note: As a best practice, filter by the N/A Revenue Type and by each individual AE. Simply select the appropriate tabs at the top of your page to filter.

2. Select the Add Budget Item or New Business button at the bottom of the page.

3. In the Edit pop-up window, select the drop-down list in each field to match the line items.

4. Once you finished, select Save and finish OR if you are changing multiple line items, select Save and add more items.

Once you have completed all of your changes you will notice that it creates a duplicate line, BUT with the correct Revenue Type.


Keyword Search: Budget, N/A, Rev Type, Revenue Type

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