Features
- Updates currency exchange rates in Zoho CRM
- The user can download information from different resources
- The user can plan the exchange rate by the hour, by the day or by a specific period of time
- If you need automatic exchange rate adjustments, you can also set them up in advance.
3 simple steps to set up the currency update module
- Install and authorize in the ZohoCRM (OAuth) extension
- Enable multi currencies in CRM settings and choose available source for your currencies
- Set the update schedule and you're all set!
You can use this extension to:
- analyse the history of exchange rates;
- update the data in your CRM;
- to adjust the exchange rate on the fly;
- and so on.