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.
To set the currency of your deals:
- Click the account dropdown and select Settings > Deals > Deals currency.
- Select the currency you want to use for your deals in the drop-down list.
- Click Save.
The currency of your deals is set.
💱 Set multiple currencies for deals
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:
- Click the account dropdown and select Deals > Currencies.
- Click Add currency.
- In the Currency dropdown, select the currency you want to add.
-
In the Exchange rate section, enter the exchange rate
for your base currency.
➡️ For exampleIf 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€.
- 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.
⏭️ 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.