If you want to bill for your products in a particular currency type, you might want to modify the currency settings in your system. By default, your company’s Business Info establishes the currency.
Suppose you are situated in the US; in that case, the default currency will be USD. However, if you want to price your products in Canadian dollars, you must modify your Business Info country to Canada, add your item and then switch back to the US as your location country.
Here are some easy-to-follow instructions for modifying your country:
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Sales velocity refers to the rate at which opportunities progress from being identified to achieving the “Won” status and generating revenue. Note: Sales velocity is calculated by dividing the total sales value in USD by the average sales cycle duration in months. The components of the calculation are as follows: Total Sales Value: The sum […]
When setting up campaigns, triggers, settings, forms, and other elements within an account, if you intend to use that account as a blueprint for creating accounts for different clients, you can employ a feature called “snapshot.” This feature enables you to replicate all the components from the initial client’s account and import them into the […]
To create a new snapshot, navigate to your Agency View and follow these steps: Fill up the Snapshot name and the account you want to copy the snapshot from. To load a Snapshot into an existing client account, please follow the steps outlined below: To create a new client account based on a Snapshot, please […]
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Audit logs monitor modifications made to specific information in your system. It can be useful to identify which team member executed certain actions or to troubleshoot customer problems if an error occurred. Please note that only the system’s admin user will be able to access this data. Follow these simple steps to use your audit […]
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Yext is a platform that enables you to conveniently and efficiently add your business to over 150 websites and portals. Your system may provide unique pricing options for Yext. By utilizing this feature, you can promptly enhance your online visibility and search engine optimization. To start using Yext, follow these straightforward instructions: Step 1: Creating […]
