Creating Deals with Products

Track what’s selling and in what quantity by adding products to sales opportunities.

Method 1: Under Deals tab

• Navigate to the CRM application
• Under the Deals tab
• Click on the New Deal button

• Enter details like deal name, currency, pipeline, stage, closure date, etc
• Click on the Attach product button

• Select the relevant product

• Edit price, tax & quantity of product units for this deal

• By clicking on the Show Details arrow, you can add additional variation information to this deal
• If you have entered all required info, you can click Save

• if you have entered all required info, you can click on Save to save this deal
• Alternatively, you can add a contact to this deal by clicking on the Add Contact button

• Enter Details like First name, email address, contact number, organization details, etc
• If you have entered all required info, you can click Finish to save the deal

• After Saving, you can view the new deal with product information under Deals > Pipeline > Deal Name

Method 2: Under the Products tab

• Select product (CRM > Products > Select)

• Under the Deals tab in the Action Box, click Attach Deal

• Enter Details like deal name, pipeline, stage, currency & contact details
• Edit price, tax & quantity of product units for this deal

• By clicking on the Show Details arrow, you can add additional variation information to this deal
• If you have entered all required info, you can click Save

• After Saving, you can view the new deal with product information under Deals > Pipeline > Deal Name

Note: If you link an existing deal in this process, information from existing deal will be linked where applicable:

Now track sales progress along with key product performance and enhance your opportunities even more with TeamWave!