FAQs in this section
How can I create a deal?
How can I create a deal from One View?
Can I sync a quote with 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?
How can I add line items to a deal?
Table of Contents
You can add deal revenue line items from the Line Items widget.
Follow these steps to add line items to a deal:
Note: It is not recommended to make changes to line items in a deal directly. Updates made to line items in a quote always override deal revenue line items if quote syncing is enabled.
Follow these steps to add line items to a deal:
- Open a deal record.
- Click the Line Items widget.
- Click the ‘+’ icon to add a product or service.
- Add products, services, and other details.
- Click Save.
Note: It is not recommended to make changes to line items in a deal directly. Updates made to line items in a quote always override deal revenue line items if quote syncing is enabled.
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