How Do You Set Up Multi-Currency Support in Zoho CRM for Global Sales Teams?
Multi-currency support in Zoho CRM lets you deal with international clients, price products in local currencies, and report revenue in a base currency.
Enable Multi-Currency:
Go to Setup → General → Company Settings → Enable Multi-Currency.
Set Base Currency:
Choose your organization’s reporting currency (e.g., USD, INR).
Add Currencies and Rates:
Add foreign currencies and define conversion rates (manually or auto-sync from exchange rate provider).
Assign Currency per Record:
In Deals or Quotes, select the appropriate currency for each client or country.
Why This Workflow Matters:
Multi-currency setup allows global business operations, accurate financial reporting, and better customer experience in localized pricing.
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