How to Set a preferred currency and currency formatting in HubSpot.
Elevate your deal management experience by personalizing your deal pipeline view. Gain the power to determine how amount values for each stage are exhibited. Not just that, you can also establish your very own preferred currency for a seamless deal viewing experience. Stay in control, stay efficient!
Simplify Your Deal Pipeline Customization in HubSpot:
Step 1 - Open your HubSpot account and go to Sales, Deals.
Step 2 - Choose the pipeline and view you wish to customize.
Step 3 - Click the Board Actions dropdown.
Step 4 - Opt for an Edit board.
Step 5 - By default, deal amounts are presented in a user-friendly format, rounded up (e.g., $210 instead of $209.75), and large values are abbreviated (e.g., $1M instead of $1,000,000). To see exact amounts, switch off Show formatted amounts on the board.
Step 6 - To set your preferred currency for deal viewing, click the Preferred currency dropdown and choose a currency. This will convert Total and Weighted amounts for each deal stage.
Step 7 - Don't forget to save your updated settings.
Make Your Deal Management Effortless with HubSpot's Customization Features!
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