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?
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 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 are the benefits of having deal revenue line items?

Having line items has the following benefits:
  • Line items ensure the accuracy of the deal amount; the Amount field is automatically updated with the rolled-up price of all the products and services in the line items’ block.
  • Synchronization of line items between a quote and a deal avoids data mismatch during proposal management.
  • Synchronization of line items between a quote and a deal saves the sales representative’s time by eliminating the need for manual data entry.
  • Line items facilitate easy reporting on product level pipeline and forecasting.
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