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.

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

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.