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