Setting Individual Deal Currencies in Zendesk Sell
Can I set different currencies for individual deals in Zendesk Sell?
Yes, on the two highest Zendesk Sell plans, you can set different currencies for individual deals. This feature allows sales teams to use currencies that are most relevant to their region.
To set a different currency for a deal, go to the Deals page, click on the deal you want to edit, and then click the Edit button next to the deal's name. In the Value setting, select a different currency from the dropdown list and enter the value. Don't forget to click Save to apply the changes.
More related questions
How do I change the default currency in Zendesk Sell?
To change the default currency in Zendesk Sell, you need admin rights. Navigate to Settings, then select Manage > Account. From there, choose a different currency from the Account Currency list and click Save. This default currency will apply to…
What happens to deal values when I change the default currency in Zendesk Sell?
When you change the default currency in Zendesk Sell, all new deal values will be in the new default currency. However, existing deals will retain their original currency settings unless manually changed. This means that while the default currency…
Do I need admin rights to change currency settings in Zendesk Sell?
Yes, you need admin rights to change the currency settings in Zendesk Sell. This ensures that only authorized users can make significant changes to the account settings. With admin rights, you can navigate to Settings, select Manage > Account, and…
How is the default currency determined when creating a Zendesk Sell account?
The default currency for a Zendesk Sell account is automatically set based on the location of the person who created the account. This initial setting helps streamline the setup process by aligning with the user's regional currency. However, if…
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