Yes! If you sell specific term lengths, like 12 months, 24 months, 36 months, you can pre-define these values to ensure consistency across your deals without the need for validation rules, etc.
To set a fixed term length on a New Business Opps, the "Fixed Term Lengths" option will need to be enabled. Once enabled, you can enter a list of values that will be available for users to choose from.
With fixed term lengths off, the Term field is free to enter any numeric value:
With fixed term lengths turned on, the Term field becomes a drop-down:
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NOTE: As of Summer 2017, this is currently in BETA. Please contact Customer success to have it enabled. |