How do I create currency conversion for my business opportunities?

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.
  
  
  
  
• Click on “Business Settings” from the listed options.
  • Assignment Alerts
  • Preferences
  • Business Settings
  • Manage your account
  • Background Jobs
  • Log Off 
    
    
  
  
  
• 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.
  
  
  
  
• Click on the “Create” button to add your currency conversion.
  
  
  
  
• 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.
  
  

Note

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