Within Teamwork CRM, you can update your site localization preferences in your site settings.

Click your profile icon in the top right corner of your site, and select Settings from the dropdown menu.

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In the settings area, select the Site tab from the left navigation pane.

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Within your site settings, you can update:

  • Timezone
  • Time format
  • Date format
  • Currency

Note: The site level currency will determine the currency displayed in your reports and your pipeline column totals. Editing your site level currency will not update the currency for your deals and products. 

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Once selected, these will automatically update the default settings for your site for new people, leads, and opportunities within Teamwork CRM.

Note: Currency exchange rates are taken from Fixer on a daily basis.

For more information, see: Importing Deals via Excel or CSV