Set time zone and currency for your CRM
You can change multiple localization settings in your CRM account:
| Set your Time zone |
| Set the Currency of the entire account |
| Set the Date and Time format of the entire account |
| Set when the calendar week starts |
| Set to skip weekends when scheduling actions |
Go to Settings → Localization.
💡 The new localization settings are saved automatically.
💡 Sub-users can set only their:
- Time Zone
- Calendar Week Start
- Skip Weekends
💡 Other localization settings are available only to Account Owners and Administrators (see here).
Set your Time zone
Each user can set their own time zone to keep their schedules accurate, as they might not work in the same time zone.
Go to Settings → Localization → select an option from the Time zone dropdown.
Set the Currency
- The Account Owner or an Admin can select a currency for the entire account.
This currency is used for Deal amounts across the Pipeline, Activity, Dashboard, and Custom Reports.
Go to Settings → Localization → select an option from the Currency dropdown.
Set the Date and Time format
- The Account Owner or an Admin can select a Date and Time format for the entire account.
This setting affects dates shown in OnePageCRM, such as Next Action dates, Date Custom Fields, and Note and Call dates.
Go to Settings → Localization → select an option from the Date and Time dropdown.
💡 The 24-hour format is used by default in most countries.
💡 The following countries use the 12-hour format by default:
- Australia
- Canada
- Colombia
- Egypt
- India
- Pakistan
- Philippines
- Saudi Arabia
- United States
- New Zealand
Set when the calendar week starts
Choose whether your calendar week starts on Monday or Sunday.
Go to Settings → Localization → select an option from the Calendar week starts on dropdown.
Set to skip weekends when scheduling actions
Each user can choose to skip weekends when scheduling Next Actions using Action Templates or Autoflow.
Go to Settings → Localization → select an option from the Skip weekends when scheduling actions dropdown.
By default, this feature is turned off, and you can choose from the following options:
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