In Sugester you can add currencies to your deals. This feature helps you controlling your income and you can see the currency of a particular deal. You can select every currency in the world.
In this article you'll learn about:
- activating currencies in deals
- selecting a currency
- displaying currencies on the deals list
- searching by currencies
1. Activating currencies in deals
To enable currencies in deals, select
Settings > CRM settings > Deals. Mark the
Deals currency checkbox, select default currency and save changes.
2. Selecting a currency
After enabling currencies, select
CRM > Deals. Pick any deal and click on
Edit. In the
Currency field select currency you need.
The system will offer you 7 default currencies: Polish Zloty, Euro, British Pound, Yen, Dollar (American, Canadian, Australian). If you need another currency, select
More options from the list and you will see the rest of them:
3. Displaying currencies on deals list
If the currency column isn't displayed on the main deals list, then you have to add it in
Display options. Select
CRM > Deals, in the top right corner click on the cog icon and
Display options. Next, mark the
Currency checkbox:
4. Searching by currencies
If you're working with different currencies, you can now sort deals by them. You will find the browser on the left side in deals module.
If you're using different currencies for your deals, the system will sum them up apart from each other.
