Page 15 - Getting Started Workbook for Admins

Getting Started Workbook for Admins

Currencies
Use this option to track business opportunities with customers in their local currency.

to add currencies and their corresponding exchange rates.
Click Add Currency

Company Details Fiscal Year Business Hours Currencies Hierarchy Preference

Currencies

Home Currency: Indian Rupee -INR Format: 1,234,567.89 Customize Add Currency

NAME SYMBOL EXCHANGE RATE LAST MODIFIED BY

US Dollar - USD $ 0.016 Amelia Burrows on 12/03/2018 02:43 AM

Euro - EUR € 0.013 Amelia Burrows on 13/01/2018 19:23 AM
Only 10 currencies will be active.

Hierarchy Preference
With this option, choose one from two dierent hierarchy preferences that suit your organization.

Company Details Fiscal Year Business Hours Currencies Hierarchy Preference

Hierarchy Preference
Choose your preferred hierarchy for your organization.

Role Hierarchy
It allows you to define how you share CRM data among users based on your organization’s role structure.

Reporting Hierarchy
It allows you to organise the people hierarchy. On choosing this, you can share CRM data according to reporting hierarchy and not role
hierarchy.

Allow users who do not have a reporting manager to be managed by
Any user higher up in the hierarchy.
CEO and Administrators.

Save Cancel

Zoho CRM Resources 14