My colleague has changed company currency from GBP to Euro. All of a sudden almost all existing deals’ currency turned into Euro. We updated the company currency as GBP again, but the currency of the existing deal didn’t turn into GBP again. We are stuck in Euro. We had tried to delete Euro, but we receive an error when we tried to delete the Euro currency.
By the way, I am a super admin, so have the authority to change currency.
I guess there is a kind of bug. We are stuck. Please help
Hey VillaVilla!
That’s an odd one, it should be turning it back to your default. Here’s a workflow you can use though to sort this out.
- Create a deal workflow
- Use ‘Record ID’ is ‘Known’ as your enrollment criteria
- Create a step in your workflow using ‘Set property value’
- Type in ‘Currency’
- Set it to the currency you want
- Review & Publish
Let me know if this helps!
Matt
unmatched - the marketing-first digital transformation agency