Currency Conversion

If your reps are situated across different geographies and you deal with multiple currencies, you may need to set up conversion rates across different currencies. In this tutorial, we will learn how you can add currency rates to the system.

Step 1:

Log in to your ElevateHQ admin dashboard. On the left side panel, under the settings section, click on “Configs”

step1

Step 2:

Under the configurations section select “Currency Conversion” and the system will take you to the conversion tab

step2

Step 3:

Under the Currency Conversion section, on the top right corner select “Add Rates”. A new window will appear. Here you can select the period type, exact period, conversion currencies & add the rate value and click on submit. The system will add the new rates applicable for the time period you selected.

step3

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