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How do I change the opportunity value symbol for my program?

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The Opportunity Value Settings tile allows you to select the value symbol and symbol position used for your program. This symbol and position will be used throughout TruVoice when referring to the value of an opportunity.

  1. Select Program Settings.
  2. Select Framework.

  1. Select Program.

  1. Locate the Opportunity Value Settings tile.

  1. Select the Unit symbol dropdown. Choose one of the existing options or add a custom symbol using the ‘Other’ option.

  1. Select the Symbol position.
    • Before, adds the unit symbol before the opportunity value total.
      • For example: $100,000
    • After, adds the unit symbol after the opportunity value total.
      • For example: 100,000 lives

  1. Click Save. 

 

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