Expenses

💬 General Discussion
1

Hi All,

I’m new to SUITE CRM and I’m just learning it. We are a construction company and I was wondering if I can track expenses for each opportunity for example product cost, installation …

Thanks

2

Hi there,

How would you like to track the expenses? Using reports? Adding custom fields?

Thanks,

Will.

3

I think that would be a good idea. I need to input somewhere how much was spent (expense) for the opportunity. as for the report I guess it should be customizable to handle that functionality