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
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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.
- 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.
- 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.
- 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




Add a deal from the Pipeline page

Edit Deal Items


Group Deal Items


Filter Deal Items

For more information on Filters see here.

- 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.
NOTES