Viewing and Adding Line Items to a Deal

Line items are the products or services that the customer is seeking to purchase. If a deal is associated with a pricebook, you can add the products/services to the deal as individual line items.

1. Navigate to Leads & Deals > Registered Deals.
2. Click on the deal you want to edit, to open it.
3. Click Edit.
4. In the Deal Line Items section, click Add Deal Line Item. 

5. Provide the following information:

   Parameter	Type	Description
   Product	Text	The product/service being purchased. Select a product from the list or type in the name to be shown suggestions. The list shows all products from the pricebook associated with the deal.
   Quantity	Number	The number of units required.
   Total Price	Number	The total value of the deal - this number is auto-calculated from the Product and Quantity values.
   Description	Text	[Optional] Additional information that you may need to share with your supplier. For example, size or color specifications.

6. Click Save.

 Training

Learn more with our training courses:

• Deal Management - Products & Pricebooks
• Deal Management - Line Items & Quotes

You will be prompted to log into your CustomerONE account to access the links.