Account tier updater
Update the tier of the customer account based on the ARR: The account tier updater snap-in is designed to update the account Tier of Closed Won customers based on the Annual Recurring Revenue.
- If
ARRis greater than or equal to $100k, then the tier gets updated to Tier1 - If
ARRis between $10k and $99,999, then the tier gets updated to Tier 2 - If
ARRis less than $10k, then the tier gets updated to Tier 3
How it works
Once an account transitions to Closed Won, the snap-in checks the Tier field and updates it based on the ARR.
Installation
To install the account tier updation snap-in on DevRev:
- Click Install next to the account tier updation snap-in.
- Fill the configuration for Tier 1 ARR and Tier 3 ARR.
- The Tier 2 range is automatically taken as between Tier1 and Tier3 limit.