Currency in deals

Created: 2018-07-30
Last updated: 2018-07-30

Post view count: 227

From now on you can add currency to your deals. This feature helps you controlling your income and you can see the currency of particular deal. You can select every currency in the world.

1. Enabling currency in deals

To enable possibility of selecting currency, select Settings > CRM settings > Deals. Mark Deals currency checkbox, select default currency and save changes. 

2. Selecting currency

After enabling currencies, select CRM > Deals. Pick any deal and click on Edit. In Currency field select currency you need.

The system will offer you 7 default currencies: polish zloty, euro, british pound, yen, dollar (american, canadian, australian). If you need another currency, select More options from the list and you will see all currencies:

3. Displaying currencies on deals list

If currencies aren't displayed on the main deals list, you have to add them in Display options. Select CRM > Deals, in top right corner click on the cog icon and from the list select Display options. Next, mark Currency checkbox

4. Searching by currencies

If your running your business in different currencies, you can now sort deals by it. You will find the browser on the left side in deals module.

If you're using different currencies for your deals, the system will sum them up apart from each other.



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