I'm using Quotes with Product Line Items. I need to show an amount for maintenance for product line items. The quotes also include line items for services for which maintenance can not be charged. Does anyone have a tip for me here? Thanks, CindyF
I am trying to write a report driven by closed opportunities that reports the contact and all campaigns associated to the contact. Anyone have a tip for me on this? Thanks, CindyF
Is there a discussion board for business users? If so, I apologize for creating this topic here but I don't know where I should post this.
I work for a software company where we sell software licenses. As part of the license, customers purchase an annual support and maintenance contract. The S&M contract is renewable each year but it is unknown if the customer will renew. What I like to see in Salesforce is:
* Upcoming renewals * Email notification of upcoming S&M renewals * 1 year forecast of S&M revenue
Is this possible in SF? If so, can a business user create the workflow? Any advice is appreciated. We currently use SF enterprise.
