We are building Sales app and need suggestions for following
I have 12 Sales Executive working under me, I have made Monthly Sales report in terms of revenue they achieved.
What I did is created a Deal Value field & sales closing month field for leads where executive can enter deal value like $250 etc and then select deal closing month. The problem I am facing is as follow
For example: Executive John has closed a client ( Bob) at $1000 but bob say I will make this payment in 4 parts $250 each month .
Now when john open bob details details he has just one field to update deal value where he will enter 2nd payment deal value and month?
Do I need to create multiple fields for every payment, I tried that but that is so lengthy.
I need easy solution.