Set Default Currency

August 29, 20251 min read

The default currency in your CRM will automatically appear across all payment-related pages. Previously, this was automatically selected from your location, but thanks to this update, you can now freely change it as needed. Let’s check how to configure it!

⭐️ How To Set Default Currency?

  1. Navigate to the business profile inside your account settings and locate the General Information section.

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  2. Use the business currency drop-down menu to select your default currency.

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  3. Click Update Information to save your changes.

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⭐️Why Is This Feature Beneficial To Your Company?

  • Streamlined Set-up: This allows you to modify your currency without having to change your entire business address, helping you make adjustments easily.

  • Improved Globalization: Use the currency selector to easily manage international branches, creating revenue dashboards that match your main currency.

  • Increased Control: If no currency is explicitly set, the system will continue to use the currency based on the business’s country. Giving you the option to define your currency as you prefer.

We hope this makes it easy to do any currency changes needed. Ensuring it matches your business's most used currency will save you future headaches. Enjoy it!

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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