Add and Edit Products

ADD AND EDIT DEAL PRODUCTS

You can add one or more products under a single deal to track progress on each product.

QUICK ADD DEAL PRODUCTS

1. Select a deal and click on the products tab.

2. Click on the quick add search and search for the product(s) you want to add. Click on the autocomplete result to add the deal product.

   

3. Add product details such as expected close date, product expected revenues and then save when you are done.

ADD PRODUCT FROM ENTIRE CATALOG

1. Click on the blue + button on the right-hand bottom corner of the deal details and click add product.

   

2. From the list of available products, select one or multiple using CTRL-click and then click add selected. You can also use the text filter, column filter or clear all filters to find the product you are looking for.

   

3. Add product details such as expected close date, product expected revenues and then save when you are done.

EDIT PRODUCTS

1. Select a deal, click on the products tab on the deal details.

2. Click on the relevant field to edit and save.

3. You can do bulk deal product edit in the inline edit. See related article.