How do I create currency conversion for my business opportunities?

Updated on March 5, 2019 04:23AM by Admin

The business setting allows you to customize a multi-currency setting. To obtain multi-currency in opportunity and lead, you need to create a list of currencies for which you would like to generate the table.

Steps to Configure Currencies in Business Settings

    • Log in to your account and click on your name located at the top right corner of the header bar.

      Profile name

    • Click on “Business Settings” from the listed options. Settings

    • Click on "Currencies" from the left side, by default "Allow Multiple Currencies" is switched in “Disable” position.


    • Change the toggle button to "Enable" (Green) position to view the "Currency Conversion List" dashboard.

      Enable toggle

    • Click on the “Create” button to add your currency conversion.

      Create option in Currencies

    • List and specify the following details, then you can view new currency conversion in "Currency conversion List", as shown in below image.
      • Base Currency - This is the default currency of your business account.
      • Currency – Select a currency from the drop-down list.
      • Conversion Rate – Provide conversion rate for your new currency on pair with base currency.
      • Status – By default, it would be enabled, but you can also disable the currency list.
      • Enable – You can also enable/disable currency from the conversion table if needed.

Created Multicurrency



From "Currency Format" dropdown, User can change the Currency format to "Symbol" or "code" as per their requirement.

Currency Format