Your Soffront CRM supports multiple currency types. Using the Corporate Currency setting helps you to easily handle transactions in the global market. You can set up sales transaction in your preferred currency with automated conversion rates.
Your Administrator will be able to set up a particular currency and this will be reflected in your Opportunities , Pipeline and Forecast reports.
For example: If the Corporate currency is setup as Euro all opportunities , pipeline and forecast reports will be displayed as Euro.
Follow the steps below to Setup a Corporate Currency
- Click on the gear icon at the top right of your screen to access “Settings” page
- This will take you to Settings in a new Window
- Select Corporate Currency.
- Select a Corporate Currency from the drop down.
- Then select save to Save the Currency.
- Once you have set up the Corporate Currency, Log out and log back in to see the changes.
