By: Ricardo David Flores
Posted:
Currency Translation Functions & Features
Functionality covered Multiple currencies can be used in opportunities, forecasts, reports, and other currency fields;An organization-wide (default) currency can be defined by the administrator;The administrator can maintain a list of active currencies and their conversion rates relative to the corporate currency;Users can select a personal currency for use in their opportunities, quotas, forecasts, and reports;Users can create opportunities and enter other monetary amounts using any other active currencies;A currency field on each account, contact, lead, opportunity, case, etc. a record can be used to specify the currency to use for all monetary data fields within that record;.. Currency Translation Functions & Features are an important module of the comprehensive CRM RFP Template.
The CRM RFP template with Currency Translation Functions & Features for CRM is a Microsoft Excel spreadsheet (.xlsx) featuring a total of 1363 decision criteria. The CRM RFP template allows you to quickly and easily prepare the business, functional, and technical requirements sections of the solicitation package you'll send to CRM software vendors. It ensures for:
- complete response from each CRM software vendor
- deep and accurate evaluation of submitted CRM proposals
- impartial side-by-side comparison of CRM solutions evaluated
- rational and documented selection of the best matching CRM system
