End User Guides

Recalculating Product Schedules After Changes

Modifying product schedules can update the Total Price of an Opportunity Product Line Item for pipeline opportunities. However, in many...

Creating Schedule Targets

The app enables tracking Product Schedules against monthly salesperson and team targets. Pre-built reports and dashboards provide complete performance and...

Locking Product Schedules when Re-Calculating

When modifying Product Schedules on an Opportunity, you edit the Booked Amount fields. Viewing the Manage Schedules page, you will...

Managing Large Numbers of Product Schedules

Salesforce’s out-of-the-box menu for Adding/Editing Selected Products on an opportunity is an easy interface for managing the schedules of a...

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