How to Change CRM Currency in Carly
Set a Carly CRM currency field to GBP, USD, EUR, or another currency. Existing amounts stay the same: changing the currency does not convert values.
Carly CRM
4 posts
How to Rename CRM Objects in Carly
Rename Deals or another CRM object in Carly while keeping its records and workflows. Follow the steps for personal and team workspaces.
How to Reorder Your CRM Sidebar in Carly
Move CRM objects up or down in Carly, including putting Deals above People. Learn how the saved order works in personal and team workspaces.
How to Sort CRM Records and Save a View in Carly
Sort Carly CRM tables and boards by a field, choose ascending or descending order, and save a view so you can return to the same arrangement.