Dynamic Sales Funnel

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Andrew Grahm

• 17 juillet 2016 07:13

The screen tip says "add Total Values to your Opportunities to enable the dynamic Sales Funnel". I have added "total values" to my opportunities however the values are not showing in the sales funnel.

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  Act! Team

  • 18 juillet 2016 14:14

  Hi Andrew,

  The Opportunity funnel will only display the currency related to your account, if your account is set up for AUD the Opportunity section will only display your opps for AUD sales. You can still add opportunities with other currency such as GBP but the amount will not be added to your sales funnel. I am researching if there is a way to change this default and will give you an update as soon as possible.

  Thank you,
  Brittany Roberts

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  Andrew Grahm

  • 18 juillet 2016 20:41

  Thank you Brittany, I realised that while I had set AUD as the currency, I hadn't unticked "system default" before updating which means it was reverting to GBP - it's now doing what I need it to.

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