How to use Deal Items

Deal Items are an ideal way to log product or service details along with a description, quantity and price. Ideal for proposals / quotes.

  • Add a Deal Item from Contact view
  • Add a Deal Item from the Pipeline page
  • How to edit a Deal Item
  • How to group a Deal Item

To add a Deal Item from Contact view

1
Open a contact → Add Deal → click 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  click Insert.

    4
    Click Save.

    To 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.

    To 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.

    To group Deal Items

    1
    In the Edit Deal Items pop-up    select 2 or more items from the list  → then select Group items 

    2
    Name your group e.g. Branding  → click Save

    NOTES
    • Deal Items will be accessible to all account users. 
    • 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.
    • 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 can't edit name or amount fields after inserting a Deal Item to your deal. 

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