Deals and products integration

This feature works only if both Products and CRM plugins are installed.

In deal's edit view there is Deals items option with plus icon. After you click on it, you will see a new blank line added. You can add here products for deal. It is useful if you sell products or customer service.

If you click on New line - you will be able to fill in all the fields manually. If you type product name in Add product field - line will be filled in automatically. Sum cannot be changed manually, it is being calculated from lines.

add deal item.png

add line.png

Later, you can filter deals by Products and Product's category.

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