How to use Deal Items

Deal Items lets you standardize and build deals faster. You can easily create a reusable list of your products and services along with a description, quantity and price. Deal Items are ideal for generating quotes. Use them with Quick Quotes to build and send quotes in seconds.

In this article:
Add a Deal Item from Contact view Add a Deal Item from the Pipeline page
Edit a Deal Item Group a Deal Item
Filter a Deal Item

Add a Deal Item from Contact view

1
Open a contact → Add Deal → tick the Deal Items check box.
2

In the Deal Items box  → add your deal item by typing your Deal Item in the Name field or click on Deal Items to the left and select from the list. 

3
Select the Deal Item from the list  → Insert.
4
Click Save.

Add a deal from the Pipeline page

1
Go to Pipeline  → Add Deal  → click on the  Deal Items check box.
2
(Same as above) In the Deal  Items  box  → add your deal item by typing your Deal Item in the  Name field or click on  Deal Items to the left and select from the list. 
3
Click Save.

Edit Deal Items

1
From the Deal Items pop-up  → click Edit Deal Items.
2
In the Edit Deal Items pop up  → add item details such as Name, Description and Price. 
3
Click Save.

Group Deal Items

1
In the Edit Deal Items pop-up  → select 2 or more items from the list  → select  Group items.
2
Name your group e.g. Branding  → click Save

Filter Deal Items

1
Go to Filters → Add filter
2
In the Filter pop up select Deal Items → select is or is not → type Deal Item name and select from drop-down.
3
Click  Add another filter  line to combine multiple criteria → Run.
For more information on Filters see here.
    NOTES
    • Deal Items once created will be accessible to all users on an account.
    • Account owners / admin can add / edit deal items from the Custom fields area.
    • When exporting deals, Deal Items will be exported if associated with a deal.
    • You can add a maximum of 500 Deal Items.
    • In order to show cost field data in your Deal Items, you must have the cost field enabled from your settings page.
    • After inserting a Deal Item, you can update description, cost & price fields. Note: These changes will only apply to this deal. 
    • You cannot edit the deal item name or amount fields after inserting them into your deal.

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