Markets: set up currency to do business internationally

Use multiple currencies, or price items differently based on location? Use Nutshell Markets to make your account international.

Use markets when you're dealing with multiple currencies, or even just different pricing for different territories. For every product, you can establish different default prices for each market.

Define markets

Start by setting up your company's markets. These are typically based on currency. If your prices fluctuate across territories, you can set up multiple markets using the same currency. (Note that this is not recommended if your products and services are the same price for all of your customers). All of Nutshell's reports allow you to limit reports to a specific market. Leads outside of your company's default currency are converted when reporting on multiple currencies.

Define products

Give each product a name, an optional SKU and set the default pricing for each market. Note that if you don't provide pricing for a market, the product will be unavailable for leads in that market. If you quote a different price to each of your customers, you can alter the prices on an individual basis within leads.

Set lead market

When creating a new lead, you can choose the market. When you attach products to this lead, they'll receive the correct pricing and currency type (and as usual, you can override any product's price per-lead.)

Set default market

After you've added your market in Setup > Pricing > Markets, you can set it as the default in your general settings.

Set a default market for each individual Nutshell user to create new Leads in that market

Do you have a rep working in a different market? Each individual user can set their default market on their Nutshell profile page, so every Lead they create will automatically default to that market. Please note that the company's default market will still be used in dashboard cards, reporting, and the list view.