Operating in international markets? You can make your Sales board display the local currency.
The Currency dropdown is on the Sales board when your account has multi-currency activated and at least two currencies added.
- Click Sales & CRM → Sales board
- Click the Currency dropdown and select a currency. The board now shows only opportunities in that currency, and the column totals are in that currency.
When no currency is selected, or more than one, the board shows the totals in the currency set on your role.
Set the currency for a role
Admins can choose which currency each role sees on the Sales board by default:
- Click Settings → Account → Users & roles and click the role.
- Select a Currency and save the role.
In the same place, admins can choose a Default sales board for the role. This option is shown when your account has more than one sales board.