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!