Editing Select a currency (section)

== Step-by-step instructions ==
=== Selecting a currency when creating a deal ===
Follow these steps to select a currency for a new deal:

# Click '''Deals''' to navigate to the Deals page in your ActiveCampaign account.
# Click the '''pipeline dropdown''' then select the pipeline where you wish to create a new deal.
# Click '''Add a deal'''. You can choose to click the '''Add a deal''' button on the top right of the page, or select the option below any stage in your pipeline.
# Fill in the required information in the '''Add a New Deal''' modal. To select a currency, click the '''currency dropdown''' and choose your desired currency.
# Once all information is filled out, click the '''Add Deal''' button.

When multiple deals with different currencies exist in a single stage, they will be represented as "1 deal" with the corresponding currency at the top of that stage, with detailed listings of each deal below.

=== Updating the currency for a deal ===
To update the currency for an open deal, follow these instructions:

# Click '''Deals''' to navigate to the Deals page.
# Use the '''pipeline dropdown''' to select the pipeline containing the deal you wish to edit. You can alternatively search for the deal by entering the deal title, email, phone, or account name into the search field.
# Locate your deal and click it to open.
# Click the '''pencil icon''' next to the deal value.
# Click the current currency to reveal the dropdown, then choose your new currency.
# After changes are made, click '''Save Changes'''.

Similar to newly created deals, if multiple deals with different currencies are present in the same stage, they will be displayed collectively.

=== Setting a default currency for a pipeline ===
Setting a default currency for a pipeline means that any new deals added will reflect this currency. Existing deals with different currencies remain unchanged. To set a default currency:

# Click '''Deals''' to navigate to the Deals page.
# Click the '''pipeline dropdown''' and select the pipeline you wish to edit.
# Click the '''gear icon''' next to the pipeline name.
# In the dropdown menu that appears, click '''Options'''.
# In the '''Pipeline Options''' modal that opens, click the '''Default Currency''' dropdown field.
# Select your desired currency for all future deals in this pipeline.
# Finally, click the '''Save''' button.