{"id":4109,"date":"2026-05-29T20:07:28","date_gmt":"2026-05-29T20:07:28","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4109"},"modified":"2026-05-29T20:07:28","modified_gmt":"2026-05-29T20:07:28","slug":"multi-currency-crm-zoho-crm","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/multi-currency-crm-zoho-crm\/","title":{"rendered":"Multi-Currency (CRM)"},"content":{"rendered":"<style>\n.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}\n.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}\n.gt-section{margin:0 0 36px}\n.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}\n.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}\n.gt-example-box strong{color:#2563EB}\n.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}\n.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}\n.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">Multi-Currency in Zoho CRM allows organisations to manage deals, quotes, and transactions in multiple currencies alongside their home currency. When enabled, each record can have its own currency, and exchange rates are applied to roll up values into the organisation&#8217;s base currency for reporting.<\/div>\n<div class=\"gt-section\">\n<h2>What is Multi-Currency in Zoho CRM?<\/h2>\n<p>When Zoho CRM&#8217;s Multi-Currency feature is enabled, administrators define the organisation&#8217;s home currency (e.g., INR) and add all the currencies the business transacts in (USD, EUR, AED, SGD, etc.). Each currency has an exchange rate that can be updated manually or automatically via Zoho&#8217;s currency feed.<\/p>\n<p>When a sales rep creates a Deal in USD, all financial fields &#8211; Deal Amount, Expected Revenue &#8211; are stored in USD on the record but also converted to INR at the current exchange rate for pipeline and forecast reports. This gives the finance team a single-currency view of global pipeline without losing the transactional detail.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Lock Exchange Rate on Deals<\/h2>\n<p>Zoho CRM allows locking the exchange rate on a Deal at a specific point in time &#8211; typically when the deal is marked Closed Won. This ensures that the recognised revenue in the home currency is not retroactively changed when exchange rates fluctuate after close.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>IT Services:<\/strong> A Pune-based software services firm sells to clients in the USA (USD), Europe (EUR), and the Middle East (AED). Multi-Currency is enabled with INR as the base currency. Each Deal is created in the client&#8217;s currency. The sales director&#8217;s pipeline dashboard shows the total pipeline in INR, with per-deal amounts in the original transaction currency.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\">\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/exchange-rate-crm-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Exchange Rate (CRM)<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/deal-opportunity-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Deal (Opportunity)<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/forecast-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Forecast<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/price-book-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Price Book<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\"><strong>What is Multi-Currency in Zoho CRM?<\/strong><\/p>\n<p>Multi-Currency in Zoho CRM allows organisations to manage deals, quotes, and transactions in multiple currencies alongside their home currency. When enabled, each record can have its own currency, and exchange rates are applied to roll up values into the organisation&#8217;s base currency for reporting.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>Can I lock exchange rates on closed deals in Zoho CRM?<\/strong><\/p>\n<p>Yes. Zoho CRM allows locking the exchange rate on a deal record at close time, so the recognised revenue in the home currency is not affected by future exchange rate changes.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Multi-Currency in Zoho CRM allows organisations to manage deals, quotes, and transactions in multiple currencies alongside their home currency. When enabled, each record can have its own currency, and exchange rates are applied to roll up values into the organisation&#8217;s base currency for reporting.<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Multi-Currency (CRM) | Zoho CRM Glossary","seo_description":"Multi-Currency in Zoho CRM allows organisations to manage deals, quotes, and transactions in multiple currencies alongside their home currency. When enable","seo_keyword":"multi currency zoho crm","seo_faqs":"[{\"q\": \"What is Multi-Currency in Zoho CRM?\", \"a\": \"Multi-Currency in Zoho CRM allows organisations to manage deals, quotes, and transactions in multiple currencies alongside their home currency. When enabled, each record can have its own currency, and exchange rates are applied to roll up values into the organisation's base currency for reporting.\"}, {\"q\": \"Can you lock exchange rates on closed deals in Zoho CRM?\", \"a\": \"Yes. Exchange rates can be locked on individual deal records at close time so recognised revenue in the home currency is not affected by future rate changes.\"}]","term_type":"Technical","glossary_related":"","glossary_links":""},"glossary_category":[1238],"class_list":["post-4109","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4109","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4109"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4109"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}