HubSpot Ideas

clmthaz

Define a different default currency for each pipeline

We work with different currencies in our account, the euro being the default currency.

We also have different pipelines, some of which we work on dollar-only deals.

It would be easier to set up the default dollar on this pipeline, rather than the euro every time we create a deal.

6 Replies
ECourmont1
HubSpot Employee

Great idea ! 

TCoppen1
Participant

think its a recent update but you can select currency for each pipeline here. Does not seem to effect the new insite beta test though which is very annoying

 

TCoppen1_0-1692151072692.png

 

clmthaz
Member

Hey @TCoppen1 

Actually, the display of the pipe in currency already existed, I think. I'm talking about the choice of currency when you create a deal card. The dropdown allways show the company currency by default.

In my case, I'd like all the deals created in a certain pipeline to be in dollars by default, because they'll be in dollars all the time. But here the salespeople have to change from EUR to USD all the time.

 

Screenshot 2023-08-21 at 16.34.34.png

KrHansen
Participant

Hoping to see this in the very near future, it creates a lot of friction that it is not possible to set a default for each pipeline.

SSpittler
Member

This would be a really helpful feature

clmthaz
Member

Maybe enabling the Conditional options tab on the native Currency property settings would easily solve this problem?

 

Conditional options mockupConditional options mockup