Revenue Cloud

The Revenue module covers everything that happens after sales says "we won": managing the product catalog and prices, governing contracts and renewals, and approving high-value discounts.

What's included

The revenue lifecycle

Product (catalog)
   │
   ▼
Quote with line items
   │ (accepted)
   ▼
Contract (Activated)
   │
   ▼ (renewal_notice_days before end_date)
Renewal task ──► Renewal opportunity

1. Set up the catalog — Products with codes, list prices and SKUs.
2. Build quotes with line items from the catalog (see Quotes).
3. On acceptance the system creates a contract with the quote's terms.
4. Contract is activated — the account is promoted to Customer.
5. Before the contract ends, the system schedules a renewal task and a renewal reminder.
6. Renewal opportunity can be created when the customer wants to extend.

What the system does for you

• Auto-promote account to Customer the moment a contract is activated.
• Auto-stamp Signed Date on the contract at that same activation — today's date, and only when the contract carries none yet. No date is stamped on the account: there is no Customer Since field, and no field of any name records when an account became a customer, so a cohort report has to read the contract's Signed Date or Start Date.
• Daily expiration sweep — at midnight, contracts past their end date are marked Expired and the owner is notified.
• Daily renewal reminder — when a contract is within its own notice window (Renewal Notice (Days), 30 unless you change it), the contract owner gets a renewal task and a reminder in their inbox and by email. Nobody else is told — not the account owner, and there is no separate account-level renewal owner to tell: the contract owner is the single renewal contact by design.
• Discount approval — opportunities over $500K auto-route for manager + director sign-off.

Where to find things

There is no Products group in the HotCRM app. The catalog's only sidebar entry is Products, and it sits under the Sales group — the catalogue is the master data quote lines and opportunity line items point at, so it belongs with the rest of the revenue objects. Apart from that item and global search, a product record is reached only from a quote or an opportunity line item.

Contracts is under the Sales group too, alongside Leads, Accounts, Contacts, Opportunities, Quotes and Products, because contracts belong to the sales process. That entry is the app's only sidebar route to a contract.

There is no Approvals group either — it was dissolved, and its one item moved to My Work, where the rest of what is waiting on you lives:

• Inbox — opens the platform's approval centre, where the approvals waiting on you are approved or rejected. Inbox is the label you see in the sidebar; nothing in the app is called Approval Requests.

Two names this page used to list are not sidebar items at all:

• Action History — no sidebar item carries that name. The audit trail is real data — the approvals plugin stores it as sys_approval_action — but no navigation entry in this app opens it.
• Processes — deliberately removed, not an oversight: no sys_approval_process object exists in any installed plugin, so the item's requires object guard hid it on every install, forever. It stays out until such an object ships.

Marketing and Insights are collapsed by default — unlike Sales, My Work, Activity and Service, they do not open when the app loads. Click a group open before deciding something isn't there. Inbox is not among them any more: My Work opens on load, so a pending approval is visible without clicking anything.

Start here

• Products — the catalog you build quotes from.
• Contracts — the signed agreement.
• Approvals — the discount approval process.