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?
How can I add line items to a deal?
Can I move a deal to another pipeline?
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?
What happens when I sync a quote with a deal?
Table of Contents
When a quote is synced to a deal, whenever you make changes to the quote, they are reflected in the deal’s Line Items widget.
It is not recommended to make changes to line items in a deal record. Updates made to line items in a quote always override deal revenue line items if quote syncing is enabled.
It is not recommended to make changes to line items in a deal record. Updates made to line items in a quote always override deal revenue line items if quote syncing is enabled.
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