3Dolphins
Anywhere EN
Anywhere EN
  • Get Started
  • How to Using 3Dolphins Anywhere
  • Task
    • Task
      • Task Feature
      • Create Task
      • Edit Task
      • Detail Task Feature
      • Add Task Based on Related Ticket
    • Task Notification
  • Ticket
    • Reply Ticket
    • Transfer Ticket
    • Escalated Ticket
    • Reassign Ticket
    • Takeover Ticket
    • Closed Ticket
    • Search Ticket
    • Agent Performance
    • Ticket Notification
    • Page Listing
  • Priority
    • Priority Ticket
  • Analytic
    • Analytic
  • Team
    • Team Chat
      • Send Message
      • Send File
    • 3Dolphins Meet
  • Account
    • Account
    • Accessibility
    • Info
    • Logout
  • Sales
    • Deal
      • Create New Deal
      • Detail Deal
      • Add Product to Deal
      • Note on Timeline Tab
      • Transfer Deal to Another Pipeline
      • Close Deal to Won or Lost Deal
      • Filter and Search Deal
      • Delete Deal
    • Contact
      • Create New Contact
      • Edit Contact
    • Company
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  1. Sales
  2. Deal

Add Product to Deal

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Last updated 3 years ago

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Sales SRM gives you the option to associate your deals with the product or service that you sell. Each product has a product stock that you can enable or disable.

When the purchased quantity is enabled, it will reduce the product stock when you add a product to the deal and you cannot add products that exceed of available product stock. However, when the purchased quantity is disabled, the product stock will not decrease when you add the product to the deal and you can add products to the deal without limit.

Log in on Anywhere with your sales account. On Deal page, you can add new deal or edit the deal to add new product to your deal. To add a product, click the 'Add product' button then application will show the product list that you can select. Then, choose the product or you can enter the product name that you want to link your deal to.

To attach more than one product to the chosen deal at a time you can repeat the steps above, or if you want to add the same product to the deal, you can simply add the product quantity by click 'edit' on the product and click '+' button to add quantity. When finished, click on the 'Apply Changes' button. In this case, you also can add the discount of the product or delete the product from deals.

Add Product to Deal
Edit Product