Adding products to the deal
The Products section shows articles or services included in your deal.
When you just create a deal, its Products section is empty. First things first, add products to the deal to initially estimate the deal value. Later on, when you create quotes, the products included in these quotes will overwrite the products you chose originally.
- Select + next to the Products section.
- Select products from the list, add their quantity as well as all applicable taxes and discounts you want to offer.
As a result, the products will be added to the deal.
Inperium Sell calculates the deal value to help you prioritize deals and predict how close you are to reaching your sales goal.
- If you create several quotes, the Products section will show the products from the relevant quote.
- If a quote has been accepted, its contents will be listed in the Products section. Products in the agreed-upon quote can’t be modified.