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How do I Set up my deal currencies?

Guide to help you set up your deal currencies.

Adding a New Currency

  • Click Settings (⚙️) in the top navigation bar
  • In the left sidebar menu, navigate to Account defaults.
  • Click the Currency tab
  • Your company's currency is shown at the top 
  • Click Add currency
  • Click the Currency dropdown menu and select a new currency
  • In the Exchange rate field, enter the rate that converts your new currency to your company's primary currency.
  • Click Save.

Editing an Exchange Rate

  • Ensure the currency is already added
  • Click Settings (⚙️) in the top navigation bar
  • In the left sidebar menu, navigate to Account defaults.
  • Click the Currencies tab
  • Hover over the currency you wish to edit and click Edit.
  • Enter the updated exchange rate
  • Click Save
(Optional) Turn on automatic updates for currency exchange rates