In leads, deals, quotes and invoices you can select products. This option will help you to remember the client choice, calculate the deal amount, and then collect analytics.
Products in the CRM card
Products are located in a separate tab.
At the top, there are the Add Product and Select Product buttons.
The Add Product button adds another line to the product card, in which you can select an item.
The button Select product leads to the product catalog, where you can choose the desired items and add them to the card by double-clicking.
There are two settings buttons on the page. You can choose which fields to display in the products table, such as discount and tax.
When you click on the search bar, the last items you used will be displayed. If you start typing in the product name, you will see the search results.
The table shows variants that each product has. You can specify what color, size, or other parameter the customer needs.
Specify the quantity, and the price will appear automatically from the product card. If necessary, the price can be changed directly in the deal card.
After you have added items, specified quantities, discounts, and taxes, save the changes. The amount of products will become the deal amount.
The products amount and the deal amount will be displayed in the card.