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Preferred currency in Deals Pipeline

You can select your own preferred currency in the total on the bottom of each pipeline state.

To change this:

  • Go to Sales > Deals.
  • Hover over the amounts at the bottom of the board, then click View in your preferred currency.
  • Select your currency in the right panel, then click Save. The amounts will now be displayed in your selected currency.

 

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  • To view the amounts in company currency instead (SEK at Eleiko), hover over the Total amount and view the company currency in the pop-up box.
  • To select a different currency or revert back to the company currency, click the Board Actions dropdown, then select Edit board. In the right panel, select a currency then click Save.