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Can I sync a quote with a deal?

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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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