Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

iEnterprise CRM provides multi-currency features. Each user has a default currency that can be set up on their profile. Value, cost and computed profit are converted to the users' selected currency. The list, however, are presented using the default currency on the Company Configuration record. 

Opportunity can be associated to a Contact and Account or just to an Account.

A Quote template can be setup. A pdf is generated that can then be sent to customers.

If QuickBooks is integrated, an Invoice can also be generated from Opportunity.

An additional function is the ability to add Account to QuickBooks via Invoice creation.



Featured Pages

Filter by label (Content by label)
showLabelsfalse
spacesEmpowerCRM
showSpacefalse
sorttitle
typepage
cqllabel = "featured" and type = "page" and space = "EmpowerCRM"
labelsfeatured

Help Categories

Page Tree
root@self



Related Pages

Filter by label (Content by label)
showLabelsfalse
max10
spacesICRM
showSpacefalse
sorttitle
typepage
cqllabel in ( "opportunity" , "pipeline" , "products" ) and type = "page" and space in ( currentSpace ( ) , "EmpowerCRM" )
labelsdocumentation-space-sample

Search this Product

Live Search
spaceKeyEmpowerCRM
additionalnone
placeholderType word to search
typepage

iEnterprises.com