How to Change CRM Currency in Carly
To change a CRM currency in Carly, open the object’s ⋯ settings menu, choose Amount currency…, and select the currency. The setting saves when you select it. Changing USD to GBP changes how the field’s amounts are displayed; it does not convert the numbers using an exchange rate.
Set Amount to British pounds
- Open Carly’s CRM and select the correct workspace.
- Find Deals, or the object containing your currency field, in the sidebar. On a narrow screen, open CRM menu first.
- Click the ⋯ settings button beside the object’s name.
- Choose Amount currency…. If your field has a different name, the menu uses that name instead.
- Select GBP — British Pound. There is no separate Save button for this setting.
- Check the displayed amounts and reload the page to verify the saved currency.
Screenshot from the actual Carly application using a test account.
You can also open a currency column’s menu in the table and choose Currency…. The setting belongs to the field, so you do not have to change every record individually.
Existing numbers stay the same
If a record contains 1200, changing its field from USD to GBP displays that amount as £1,200 instead of $1,200. The saved number remains 1200.
This is useful when the amounts were entered in pounds but the field was labelled as dollars. If the values really are dollar amounts and you need their pound equivalents, changing the display currency alone is not enough: the amounts would need a separate, deliberate conversion.
Each currency field has its own setting. Changing Amount does not change another currency field, another object’s fields, or the corresponding field in a different workspace. In a team workspace, the field setting is shared with teammates. A combined view can include records from workspaces with different currency settings; select the intended workspace when checking the result.
Ask Carly to change the field currency
You can ask:
In our Studio workspace, set the Deals Amount field to GBP. Keep the existing numeric amounts unchanged.
Carly needs permission to manage that workspace’s CRM. State the field and workspace so a similarly named field elsewhere is not changed.
Troubleshooting
Why is there no currency option for my field?
This setting applies to fields of type Currency. A Number or Text field does not have the same currency menu.
Why did another object’s amounts stay in dollars?
Currency is configured per field, not as a global setting for every object. Change the intended field in the intended workspace.
Can I change GBP back to USD?
Yes. Choose USD from the same control. As before, this changes the currency setting without converting the stored numbers.
To organize the surrounding CRM, see renaming an object and reordering the sidebar.
Last verified: November 12, 2026.
Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."
