How to create currencies in Commissionly

How to create currencies in Commissionly

  1. Go to 'Settings' > 'Manage Currency' and select 'Enable Currency Module'. 
  2. Click on 'Add New Currency' and add currency details.
    -  Add your primary currency first, with the conversion rate at 1, and select the Valid From and To period
    -  Add any additional currencies, with their conversion rate and the Valid From and To period

  3. Click on 'Add'.
To set your own default currency and your users' currencies, Select My Profile and set your default currency. 

Now that you have enabled currencies, you can set it in individual Opportunities records
  1. Select the Opportunities module
  2. Go into an individual opportunity record
  3. Select currency and choose the currency for that opportunity