How do I select a currency for my deals?

The Deals & CRM feature is available for the following plans:

  • Plus
  • Professional
  • Enterprise

You can specify a currency for an individual deal, or set a default currency for a pipeline. 

In this article, we'll discuss:

Currencies supported in the Deals CRM

Currencies supported by the Deals CRM include:

  • USD
  • EUR
  • CAD
  • GBP
  • AUD
  • CNY
  • NZD
  • BRL
  • DKK
  • PLN
  • ZAR
  • IDR
  • CLP
  • SGD
  • SEK
  • INR
  • MYR
  • CZK
  • MXN
  • THB
  • HKD
  • NOK
  • RUB
  • AED
  • CHF
  • COP

Suggest a new currency by posting at http://ideas.activecampaign.com/ 

How to select a currency when creating a deal

1. From the Deals overview page, select the pipeline you wish to create a new deal for.

2. Click "New Deal."

3. Complete the information in the "Add Deal" modal.

4. To select a currency, click the currency dropdown.

5. Click "Add Deal."

If you have multiple deals with different currencies in a single stage, we will display each deal as "1 deal" toward the top of the stage and show its corresponding currency. Under that, we will list each deal with its details:

How to update a deal with a currency

1. From the Deals overview page, select the pipeline containing the deal you wish to update.

2. Locate the deal and click it to open it.

3. Click the "Deal Value" line located in the "Deal Info" box.

4. Click the currency dropdown to select a different currency for your deal.

5. Click "Save."

The currency you selected will be displayed:

Updating the currency for a deal will not change or convert the value for that deal.

If you have multiple deals with different currencies in a single stage, we will display each deal as "1 deal" toward the top of the stage and show its corresponding currency. Under that, we will list each deal with its details:

How to set a default currency for a pipeline

1. From the Deals overview page, select the pipeline you wish to set a default currency for.

2. Click the gear icon next to the name of the pipeline.

3. Click "Options."

4. Click the "Default Currency" dropdown.

5. Click the desired currency from the dropdown menu.

6. Click "Save."

Any new deals added to your pipeline will reflect the default currency. Any deals that had a different currency before the default was updated will not be changed.

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