CRM - Changing the Currency of Opportunity Values

CRM customization is essential to ensure that opportunity values are displayed correctly according to the currency used by your business. To change the currency of opportunity values in a specific pipeline, follow the steps below to complete the setup quickly and efficiently.

1. Access the Opportunities Pipeline

First, log in to your CRM and navigate to the CRM section.

2. Click on Settings

Choose the desired pipeline and click on Settings.

3. Select the Currency

Within the pipeline settings, find the Currency option. Click the corresponding field and select the desired currency from the available list.

4. Save the Changes

After selecting the correct currency, click Save.