September 2011
Intermediate to advanced
1008 pages
24h 27m
English
Options on the Details panel (see Figure 6.6) follow:
• Territory—If you have set up your CRM to use Territories, you can select one of them here. For more information on setting up Territories, refer to Chapter 12.
• Annual Revenue—The Annual Revenue field is a free-form field that requires you to enter the base currency for the Account on the General tab. If you have selected a currency and entered a value here, and then try to change the currency, you receive an error message that you must remove the entered value before setting the currency again.
• Credit Limit—Similar to the Annual Revenue field, you must select a currency value to enter a value here.
• Price List—When using different Price Lists for your organization, you ...