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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