Attaching to Existing Deals

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

  • Select deal (CRM > Deals > Select)
  • Click on the Add Products button in the weal window
  • 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
  • After Saving, you can view the new deal with product information under Deals > Pipeline > Deal Name

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

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