💱 Convert a field, variable or quota's currency

You can follow the below steps to convert the currency of a variable or a field.

1. Create the new variable or field.

2. In the formula setting, use the Convert option (only available on Currency type).

It converts an amount from a source currency to a target currency.

Example: To convert the amount of a deal from deal currency to the currency of the user:
Note that you can choose to convert from a specific currency to a specific currency or to the company's currency.

Example: To convert the quota of a user from a user currency to the company's currency (here EUR):


How did we do?


Powered by HelpDocs (opens in a new tab)

Powered by HelpDocs (opens in a new tab)