Sales Opportunities: Change Currency After Saving

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Vicki Praest Andersen

March 30, 2023 10:20

When I create a Sales Opportunity and set the Currency and Save, I’d like to be able to have the option to change the Currency in future.

The main reason for this is sometimes due to a customer moving around the world during training it is required to charge them in a different currency than what was previously assumed.

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• Official comment

  

  Gilles Benyon-Bell April 26, 2023 12:22

  Hi Vicky,

  Thanks for your suggestion. Unfortunately this is not something on our radar and is not planned to be in the next 12 months. If anything changes on that front or workarounds come up, we’ll be sure to let you know on this post. Comments have now been closed on this, however if this idea is useful to your organization, please upvote it.

  We would suggest using the Follow On feature when creating the new opp so you have an audit trail between the opportunities.

  Many thanks

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