Setting Default Currency in Zendesk Sell
How do I set a default currency in Zendesk Sell?
In Zendesk Sell, you can set a default currency for your account, which will be used for all deals unless specified otherwise. To change your default currency, navigate to your Sell account settings. Once changed, all closed deals will be recalculated to the new currency using their deal closing date exchange rate, and all active deals with non-default currency will be recalculated using the current exchange rate. For more detailed steps, you can refer to theoriginal documentation.
More related questions
Can I use multiple currencies in a single deal in Zendesk Sell?
While each deal in Zendesk Sell can have its own currency, you cannot use multiple currencies within a single deal. Each deal is assigned a specific currency, and all reports for that deal are shown in the default currency for that deal. The system…
What currencies are available in Zendesk Sell?
Zendesk Sell supports most currencies for your deals. You can set the default currency for each deal by navigating to Deals > Edit deal. If you need specific information about the currencies available, it's best to contact your Zendesk support…
How are exchange rates handled in Zendesk Sell?
Exchange rates in Zendesk Sell are sourced from https://openexchangerates.org/. When you have deals in different currencies, they are sorted by deal value using the default currency, with recalculations made as needed. This ensures that all…
How does changing the default currency affect existing deals in Zendesk Sell?
Changing the default currency in Zendesk Sell affects both closed and active deals. Closed deals are recalculated using their deal closing date exchange rate, while active deals with non-default currency are recalculated using the current exchange…
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