In Sell, you can select any base currency for your product, and also select the currency individually for each deal.
This article covers the following topics:
Understanding currencies in Sell
These are the basics when working with currencies Sell:
- Every Sell account has a default currency
- Every deal can have a different currency
- Your default currency is established from your Sell account settings
- You can filter deals by currency
- Exchange rates are taken from https://openexchangerates.org/
- Deals with various currencies are sorted by deal value, using the default currency (recalculating where needed)
Currencies available in Sell
Most currencies are available for you to use with your deals in Sell. You can set the default currency for your deal in Deals > Edit deal. Contact your Zendesk support agent for specific information about the currencies available.
Using multiple currencies in Sell
You may have a deal that has more than one currency attached to it, if so:
- All reports for that deal are shown in the default currency for that deal.
- Forecasting reports calculate the active deal value based on the current exchange rate.
- Sales reports calculate the closed deal value based on the deal closing date exchange rate.
Changing your default currency
You can change the default currency for your account in Sell, doing so will mean:
- All closed deals are recalculated to the new currency using their deal closing date exchange rate.
- All active deals with non-default currency are recalculated to the new currency using current exchange rate.
If you are editing the Moved to stage on field for a closed deal that is using the non-default currency, the deal value is recalculated with the exchange rate specified in the Moved to stage on field.
For more information see Changing your Sell account and deal currency settings.
4 comments
dianakurth
Hi Nova,
can you explain how a deal can have more than one currency?
Thanks, br, D
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Austine Hipol
Thank you for reaching out to Zendesk Sell!
Note that each account Zendesk Sell account has one account currency that the reports are based on, but other than that each deal can have its own local currency applied.
Please see thesample Deal Card screenshot below:
For more information, we also have an article: Working with currencies in Sell (Enterprise and Elite)
Please let me know if you have further questions.
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dianakurth
Hi Austine,
I understood the above and had well integrated the article.
You mean then: the deal is in a local currency and 'in the background' it is always 'ready' to be calculated into the default account currency, right?
Because in a deal you may not have $ and £ at the same time.
Thank you, br, D
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Chanteena Murphy
Is there any option for multiple prices to be entered under the same currency? Also, is there any way to bulk import products and pricing?
For example - We have one product which is sold to two different customers. Customer A is at price level 1 and customer B is at price level 2, but both are in USD.
0