How to have partners in different currencies?
All leads and deals registered by the partner will use the partner’s currency. Rewards generated will use the currency of the partner.
Partners will only see amounts in their currency, not the main account’s currency.
How to define a currency for a partner?
Have you enabled multi-currency on your account?
To assign a specific currency to a partner, your account should have multi-currency enabled. Here is an article that shows you how to do that: How to enable multi-currency?
Here is a step-by-step guide to assigning a currency to a partner:
- Go to the Partners tab
- Choose a specific partner
- On the left-hand scroll, you will find partner properties containing the partner's currency.
- Click Edit and assign your partner a specific currency
Here is the corresponding page:
Once the new currency is assigned, all new leads, deals, and currency-related fields will be in the new currency. However, all historical information will remain in the previous currency, depending on the currency assigned to the partner at the time of the event.