Updating the opportunity currency

You can use the Opportunity Currency window to update an opportunity current type and the rate of a specified currency.

Note: This functionality is only available if Multi-Currency is configured.

To update an opportunity rate and type of currency:

  1. Click Find and find the type of currency in the Change Rate to field. See Finding records
    The From and To fields are used to view the potential when it is converted from the current currency rate and type to the new currency rate and type. If this is a new opportunity, the From and To fields can have the same value.
  2. Click OK.
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