Budget Levels

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Budget Levels

Sales opportunities can have a monetary value assigned to the customer’s expected budget. This can be a complicated item to extract from the client, you can also define text narratives to identify the customer’s budget status. Default levels will be created as shown below; these can be amended. Additional budget levels can also be added to the screen that can then be assigned to the sales opportunity.





The defaults can be defined as following: -


Available - A budget is available for the project

Not certain - it is not clear if a budget is even available for the project

Possible - it seems that there may be a budget for the project