How to Create a Currency Field

Zaid Assadi

Updated 17 Jun 2026 | 03:57 PM

1. Feature overview

LeadSquared does not have a dedicated currency data type. To capture and display monetary values such as budgets, fees, or loan amounts, you create a Number field through a Custom Field Set (CFS) and display it in currency format. This article explains how to set up a currency-formatted field for leads.

2. Prerequisites

You must have Administrator access to set the default currency format and create custom field sets.

3. How it works

Displaying a value in currency format is a two-stage process:

• First, you set your account’s default currency format. This determines the currency symbol and the comma-separated number format used across your account.
• Then, you create a Number field inside a custom field set and set it to display as currency.

4. Create a currency field

4.1 Set your default currency format

1. Go to My Profile>Settings>Profile>Company Profile.
2. Click Edit.
3. Next to Default Currency, select your preferred comma-separated currency format in the Format dropdown.
4. Click Save.

4.2 Create a currency-formatted number field

1. Go to My Profile>Settings>Leads>Manage Custom Field Sets.
2. Click Create.
3. Enter a Name and Description, then click Next.
4. Click Add Field, enter a Display Name, then select Number from the Type dropdown.
5. Click the actions menu, then select Currency from the Show As dropdown.
6. Click Save to save the custom field set.

Any questions?

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