Adjust Revenue to Target Value

ActionFlow allows you to manually set the revenue for your quote. This could be useful if you would like to provide a discount, upcharge, or want to set a specific value.

If you have questions about how that will show up on the quote or if you would like to adjust the way you display line items to your customers, talk to your account manager.

Table of Contents

Intro (0:00)
Set an AfterTax Revenue Amount (0:16)
Set a PreTax Revenue Amount (0:36)
Undo the Target value (0:58)
Accessing the feature if you do not see it (1:15)
Administrators: How to turn the feature on/off for users (1:40)