When you're looking at different deals in HubSpot, are you being limited by a singular currency setting? You may be part of a global team where flexibility in currency choice is crucial for different transactions.
The good news is that HubSpot lets you change deal currencies to exactly what your business needs. So today, in this guide, we will show you how to set up deal currencies in HubSpot.
Setting Up Deal Currencies in HubSpot
Here is a step-by-step guide on how to set up deal currencies in HubSpot:
#1 Accessing Settings: Begin by logging into your HubSpot account. Once logged in, navigate to the top right corner and locate the 'Settings' tab.
#2 Account Defaults: Within the settings menu, click on 'Account Defaults' located on the left-hand side.
#3 Currency Configuration: Within the 'Account Defaults' section, select 'Currency' on the right-hand side.
#4 Adding Currency: Here's where you have the opportunity to introduce a currency of your choice. For instance, if your operations are based in India, opt for the Indian National Rupee (INR).
#5 Exchange Rate: Set the exchange rate relative to your primary currency, typically the US dollar (USD). This ensures accurate conversion for your deals.
Conclusion:
By taking these easy steps, you can customize the deal currencies in HubSpot so that they work better for your business. This gives your sales team the freedom to work efficiently, whether they're handling foreign deals or meeting the requirements of a wide range of customers.
If you require further assistance or wish to explore advanced customization options, feel free to reach out to us for a personalized consultation in the comments section below, or you can reach us at CTA9.
