How to create Opportunities without Revenue Line Items

We are moving to Sell with RLI, but we feel that being forced to add a line item right when the opportunity is created from a Lead conversion is too restrictive.

I think it's common to create an Opportunity before exactly knowing which products will be offered.

Is there a way to avoid creating RLI on a new Opportunity?

Thanks

Omar

0 Ben Hamilton over 1 year ago

We may not know exactly which products the prospect wants when we convert to an Account/Contact/Opportunity w/RLI, but we typically have some kind of idea. So we'll just add a qty of 1 of a possible product/service. Part of the sale process for the sales person is to update the opportunity with more detail as the opportunity progresses, thus we've not found this to be a hurdle for our staff.

Ben Hamilton (more)
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0 Jamie Raffle over 1 year ago

Hi Omar Conte!

You can set certain modules as required or not during lead conversion via Studio, including RLIs! Please refer to the Layouts page in the Administration Guide for information on how to set this up in your instance. Please let me know if you have additional questions :-)

Jamie
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0 Omar Conte over 1 year ago in reply to Jamie Raffle

Hi.

I will check this, thanks!
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