4 docs tagged with "Company settings"

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Fintesk can be customized to use any monetary system of your choice, from Chilean Peso and dollars to Tanzanian shillings.

As a default, Fintesk operates with freeform lost reasons. This means that each user is able to write down their specific understanding of why the deal in question had to be marked as lost.

No matter how good of a salesperson you are, some deals will just simply not continue. When this happens and a deal is marked as lost, providing a reason can help you better understand trends or circumstances when you need to look back on your deal history.