Toggle between different markets in the sales board
To set your currency on different sales boards you need to apply a filter from the sales board settings panel. This is frequently requested by companies with more than one market who want to see their sales board summarized in their local currency rather than the master currency, which is the default setting. You may also choose which sales board you’d like to be default for the entire organization while still allowing each user to set their favorite.
- Make sure you are an administrator.
- You’ll need to enable multi-currency support in the settings panel.
- Contact your customer success team to help you enable the toggle.
Once enabled, you can toggle between different markets in the sales board.
- Multi-currency support enabled (Plus-version and up)
- Administrator access