Set the currency of your deals

You can set and manage the currencies used in your deals, helping you stay aligned with your sales regions. Whether you're working with a single currency or managing deals across multiple currencies, you can customize your settings to fit your needs.

💲 Set the default currency of your deals

By default, the currency of your deals is set using the location of the owner of the Brevo account. If necessary, you can change the default currency to another one.

💡 Good to know
The selected currency is applied to all deals, which means that if you change the default currency, it will also change for existing deals.

To set the currency of your deals:

  1. Click the account dropdown and select Settings > Deals > Deals currency
  2. Select the currency you want to use for your deals in the drop-down list.
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  3. Click Save.

The currency of your deals is set.

💱 Set multiple currencies for deals

✅ Plan availability
Setting multiple currencies for deals is only available with a Sales Advanced package. For more information, check our pricing page.

If your organization operates in multiple regions, you can add additional currencies and define exchange rates for each. Your base currency is determined by the account owner's location and cannot be changed. It is used in reports and deal stage totals.

To add a currency:

  1. Click the account dropdown and select Deals > Currencies.
  2. Click Add currency.
  3. In the Currency dropdown, select the currency you want to add.
  4. In the Exchange rate section, enter the exchange rate for your base currency.
    ➡️  For example
    If your base currency is EUR (€) and you have added the currency AUD (A$), you can set the exchange rate at 0.56. This means that 1 A$ equals 0.56€.
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  5. Click Save.

You can now select the currency for the amount of your deals. On the deal's details page, you can also see the amount in the base currency.

💡 Good to know
The Currency attribute is a category-type attribute. To import this attribute, you need to follow the same formatting as for any category-type attribute. To learn more, check our dedicated article Format your deals, companies, and notes import file.

⏭️ What's next?

🤔 Have a question?

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.

If you’re looking for help with a project using Brevo, we can match you with the right certified Brevo Agency partner.

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