Unit Cost/Pricing Event

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SMB Event
Multi Record
A Salesperson Event assigns an Employee or group of Employees to select outbound sales target cohorts.
Use the Salesperson Event to model traditional outbound sales.
Use this Event when allocating time and sales efficiency to a specific or placeholder group of employees. Salespeople can target multiple types of customers and their time can be divided amongst those cohorts.

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Can be used for ...
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Common Connections
The Salesperson Event requires an upstream Employee Event, Outbound Sales Event and a Customer Event.
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Example Files

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Event States


  • Used for setting the Unit Cost or Price for an income generating product or service. This can include calculations for the Cost of Goods or Services provided.


  • Used for setting the Unit Cost or Price for an expense. This feature is not yet fully supported.

Edit Details Pane

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Event Fields

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Additional Resources