To add the New Business Rev Type into the budget template, please follow the below steps:
- Please navigate to Budgets.
- Click on the budget template that you wish to add the New Business.
- Optional: Click on either Budget Locally or Budget Nationally.
- Click Fill out Budget.
- Click + Add Budget Item or New Business which is located at the bottom of the page.
6. Please see the screen shot below. You will fill out the Outlet, Office, Salesperson and Rev Type fields. Leave Account blank.
- For Rev Type, choose Spot New - Local to add your New Business.
- You can also leave the Salesperson blank, this will add the Spot New-Local Rev Type Budget under the salesperson*New Business.
7. Click Save and Finish or Save and add more items.
Keyword Search: New Business, Budget, Rev Type