Dropdown Lists
Manage dropdown options for MEP Phases, Deal Types, and other configurable lists.
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Exchange Rate
Set the EUR → USD exchange rate used for auto-converting between User EUR and User USD values on opportunities.
EUR/USD Rate
1 EUR = USD
Team Configuration
Manage your IFS team member lists below. These names populate the dropdowns on the Opportunity detail page and can be used for filtering across dashboards. Add, edit, or remove members as needed — changes are saved instantly to Supabase.
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Reporting Structure
Assign each AE (from imported opportunities' Main Representative) to their FLSM and SVP. When you filter a dashboard by FLSM, it will show every opportunity owned by an AE reporting to that FLSM. Click Audit AEs from CRM to pull every unique rep from your uploaded opportunities into the AE list below.
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