HELP CENTER

Membrain Help Center

Welcome
Prospects
Sales Projects
CRM
Email, Calendar & Tasks
Sales Analysis
Administration

Currency Field Setup

Article last updated:

Currency Fields allow you to track an item, service or product you're offering and see its value in monetary terms. 

What is a Currency Field

A currency field is a type of custom field in Membrain, giving you the option to track additional items of value, separate to the overall value of a sales project.

Create currency fields and add them to your sales process, and then view the data in lots of places throughout Membrain.

Here are some ways you can use Currency Fields:

  • Use them with Calculation fields and let Membrain work out margins, percentages, discounts etc of individual value items
  • Filter, group and sort the Sales Project List view to clearly see your new Currency Fields at work, regardless of which currency setting you chose
  • Include them in your favorite graphs in a Dashboard, to see where your revenue is coming from in full glorious color

Setup

  1. First, decide if this Currency field will be used in a Sales Project/Prospect or as a Company/Contact level Custom Field
  2. Go to System Setup, and select the type you wish to create from the Custom Field Sub heading
  3. Click on the New Custom Field button (top right)
    New_Custom_Field_button.PNG
  4. Select the Currency, as the type of new custom field you would like to create
    Create_a_new_custom_field_-_Currency.JPG
  5. Give your new Currency field a name, description, and add any supporting content - a link to a pricing list, or other documentation you think might be helpful for your team to see when using this field.
    Create_Currency_Field.PNG
  6. Click Save & Publish Field

 

Learn how Currency Fields work in Membrian.