Objective
Configuring the preferred currency in the Pipeline Summary.
Applies To
- Outreach Users
Before you begin
- All the charts on Pipeline Summary page will be converted to preferred currency and the Opportunity list pop-up associated with a chart
- Conversion rates are determined by the the close date field on each Opportunity is considered for the dated conversion rates setup in your SFDC.
Procedure
Once multi-currency feature is enabled for your org, you will see the currency dropdown on the top right as shown below
By default, user preferred currency will be selected.
Switching Currency
- Select an active currency in the dropdown. Active currencies are configured by your admin.
Once a new currency is selected, all charts will be converted to the new currency as per the dated conversion rates defined in your SFDC.