FAQs in this section
How can I create a deal?
How can I create a deal from One View?
How can I add line items to a deal?
Can I move a deal to another pipeline?
What happens when I sync a quote with a deal?
Why should I move a deal to another pipeline?
What actions can I perform on a deal?
What is deal journey view?
What does the header section in Deal Journey View display?
What is the Line Items widget on Deal Journey View?
What is the Tasks widget on Deal Journey View?
What is the Documents widget on Deal Journey View?
What are the views available in Deals?
What are the benefits of contact roles?
What are the benefits of having deal revenue line items?
What is a deal?
What actions can I perform on the Summary View of a deal?
Where can I find the records related to a deal?
How do I mark a deal as Closed?

Can I sync a quote with a deal?

Yes, you can. Syncing a quote with a deal attaches all line items added in the quote record to the Line Items widget in the deal.

Follow these steps to sync a quote with a deal:
  1. Click the Menu icon. 
  2. Go to Sales.
  3. Click Quotes.
  4. Fill in the necessary details.
  5. Link a deal and add line items.
  6. Enable the ‘Sync with Deal’ toggle button.
  7. Click Save
Go to the linked deal to view the line items under the Line Items widget.

 
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