Multiple Currencies on Opportunity

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Posted on by CEklx

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Hello,

I have a client who wants to see the opportunities in the currency they have in their personal settings in the views. For e.g, all opps are created in EURO but the user has Pound as their currency. How is that achievable?

I was thinking about creating a new field which sets the value.

E.g

Est. Revenue: 100

New field - Est. Revenue (local currency): 120, it takes est revenue and the currency exchange

Any other idea? thanks

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Leah Ju Microsoft Employee on at

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Multiple Currencies on Opportunity

Hi,

You are on the right track.
Creating a new field and populate it with the value after the amount * exchange rate.

You may consider using a workflow or JS to auto-populate the fields.

I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
Regards,
Leah