Rules Flow - Miscellaneous (Step 3)

Guidance on how to configure Step 3 in your CRM Rules flow.

Late Renewals

To provide forgiveness for late renewals, Grid allows you to configure how long you are willing to "bridge" those contracts, to ensure there is no ARR gap. Additionally, you can classify Opportunity/Deal stages that Grid should take into account before marking a Customer as "Churned".

Currency

If your company utilizes multiple currencies within your CRM, you can mimic those settings here.

Exchange Rate

If you have multiple currencies, you can either use the exchange rates that are defined within your CRM, or default to rates that Grid maintains.

Parent-Child Companies

Use this setting to configure whether Grid should roll-up child Accounts into their parent Account.

Pipeline History

If there are archived Pipeline stages, Grid needs a mapping between those stages and their current equivalent, to ensure that Grid is able to accurately compute pipeline metrics.

Rules Flow - Miscellaneous (Step 3)