Products may be easily assigned to the deal. The value of the products' cart may be automatically set as the value of the deal. For more information please see this article: How to automatically set the value of the products assigned to the deal as the deal price?
1. How to assign the product to the deal card?
1.1. Open deals section;
1.2. Open deal card;
1.3. Click + in the products section;
1.4. If you have the list of products that you own then the system will suggest you the list of your products/services in the drop-down menu. If you do not own any products/services or want to assign the products that you do not own simply start typing product name or code in the designated field. The search starts suggesting results when you enter 3 symbols into the search bar.
1.5. When adding products to a deal, it is allowed to edit the following information:
- Unit price;
- Apply discount / markup by percent or by the currency amount;
- Selling price;
- Total discount / markup by percent or by the currency amount.
1.6. If you wish the total value of products to be the value of your deal- click ... on the bottom right corner and click "Save and set Deal Value" or set it automatically.
2. Where will I see the products assigned to the deal?
2.1. The list of products assigned to the deal will be visible inside the deal's card in the designated Products block.
2.2. The products assigned will be visible in the sales pipeline. If there are products assigned to a deal - the purple bubble will indicate this. The number shows the total amount of products assigned to the deal. Click on the bubble and expand the list of products.
3. How to edit or remove the product from the deal?
3.1. Open deal card;
3.2. Click the "+" button in the products block;
3.3. Click "X" to remove the product from the deal or edit the information.
3.4. Click Save for the changes to apply.