Hello, We'd like to be able to track monthly recurring revenue by having a potential in the CRM that opens and closes each month (or year, or quarter). Do you have a feature to be able to do a recurring potential or is there a way I can use the software to mimic this function?
We cannot use a "normal" potential and keep having to re-make it each time, there are simply too many customers for that! We also can't have one large potential for the year since people can choose to add or stop functionality on a monthly basis and we need to keep track of that.
Thanks.