Note: Feature(s) Pending RolloutFeatures and functionality described on this page are part of our November 2024 release, which is rolling out to eligible customers November 14-December 5, 2024. See our Release Notes here to learn more. |
Objective
The purpose of this article is to provide information to Outreach users about setting the default currency at user level for Pipeline Management & Forecasting. The currency selection provides benefit to Outreach users by providing the capability to forecast in the preferred currency.
Applies To
- Outreach Users
Procedure
Personal Settings
You can view your preferred currency in Personal Settings → Your Account
Your preferred currency would be synced from salesforce and would be read-only in Outreach
By default, the set preferred currency will be selected in the currency selector
Switching the currency
In the currency dropdown, you would see the list of all the active currencies set up in your SFDC by the admin.
The selected currency for the particular page will persist unless you change the preferred currency from your personal settings
Where is this setting used?
- View & Submit Forecasts on Forecast Rollup page for managers
- View & Submit Forecasts on Opportunities page for reps
- Opportunity List
- Charts on Pipeline Summary Page
- Pipeline Movement Report
- Scenario Planner