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!