Set Currency

Set Currency

Currency settings are an organization specific feature. By default, the currency is set to US dollars ($). However, user(s) with Administrator privilege can change the currency settings depending on the organization's requirement. Based on the country locale you choose, the currency value will be updated for Quotes, Invoices, Campaigns and other billing related fields.

To select currency

  1. Log in to CRM with Administrator privileges.
  2. Click Setup > Organization Settings > Company Details.
  3. In the Company Details page, click Edit.
  4. Under Locale Information section, select the country from the Currency Locale list.
  5. Click Save.