How to Add multiple Product with Quantity and Discount?

How to Add multiple Product with Quantity and Discount?

This article will help you walkthrough the steps on adding a multiple product with Quantity and Discount.

Prerequisites 

Permissions - Any user with create and update deal access and read all access on Products & Services.
Product Plans - Embark/Elevate
Activities to be completed - None

Step by Step Process 

Step 1.  Navigate to the ''Deals'' tab located on the sales panel.



Step 2.  Click on "Add"  option located towards the extreme top right corner in blue.



Step 3. "Add Deal' listing page will appear.  Fill in all the details related to the deal.

Step 4. Click on "Add new" option located  in the left to add multiple products.


Note - To add the products and services in a deal, user should have manually updated the list in the Products and Services section prior linking them to a deal.

Video Tutorial 




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