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What are the important things I need to know before activating multi-currency?
Before you activate the multi-currency feature, keep these points in mind: Multi-currency feature is available only in the Enterprise Edition and above. Only users with the Administrator profile can activate this feature and add currencies. Once ...
Working with Forecasts
Forecasts play a crucial part in the financial planning of your business. Sales forecasting is projecting the short-term and long-term sales performance of a company. Sales forecasts are an important measurement of your company's growth and success. ...
Creating and working with forecasts
If you are currently using the old forecast, it is recommended to switch to the new forecast on or before June 31st, 2022 to have uninterrupted access to the forecast module. What is a sales forecast? A Sales forecast is similar to a weather ...
Decision Guide for Territory Management
Assumptions This document assumes that you are already aware of the basic concepts of territory management. For an understanding of the feature in Zoho CRM, take a look at the help document - Territory Management Overview. Introduction Territory ...
Manage Multiple Currencies
The multi-currency support in Zoho CRM helps you to handle business transactions in the global marketplace easily. If you regularly deal with international clients and vendors, then Multi-Currency will facilitate international buying and selling. ...