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.