Recurring Revenue
We have several members that receive recurring revenue. For instance, Monthly service fee for Personal Training, or a monthly fee for Bookkeeping, etc. How can someone put in a referral and mark it as "won" and then enter the "Value" and mark it as recurring revenue. Putting in $150 or $25 EACH month and every month feels rather tedious.
Seong Bae wrote 4 weeks ago
Hi Garrison,
We can look into this and let you know.
Seong
Garrison Fletcher wrote 3 weeks ago
Thank you. MANY networking groups I have been in have someone make a "referral" each week or month that they do the SAME thing (order monthly vitamins, or a weekly massage, or ???). Having this attached to ONE referral makes more sense. Thank you for the quick reply.
Melanie Pfau wrote 2 days ago
Hi Garrison,
This feature is now live! https://www.chamberforge.com/blog/recurring-revenue-lost-report
Melanie
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