Products can be added at various stages of a Deal. This is possible not only when creating a new sales opportunity, but also when editing existing ones.

In this article, we describe how to add products that are in the list of available products in Livespace to deals, adding products to Livespace itself is described in the article how to activate and set up products.

​Here, you will find instructions for:

In the deal, products can be added in two places: by editing the form (1) or in the Products section (2) visible on the deal page.

1. Once in the form, go to the section called Products and select the products to chance from the list.

Depending on your settings, you can set the product date, cyclicity, amount, price (if the administrator has set default prices, the Price field will already be filled in) and discount or margin. You can also add other products in the next field, where you see Add Product.

Save to save the changes.

2. Adding a product from the Products tab looks analogous.

The products entered will be visible on the deal's form and on its profile.

You can add products when creating a deal, in the Products section.

Select products from the list and enter the relevant data.

Depending on your settings, you can set the product date, cyclicity, amount, price (if the administrator has set default prices, the Price field will already be filled in) and discount or margin. You can also add other products in the next field, where you see Add Product.

Save to save the changes.

You can perform the action in two places: on the profile in the Products section(1) and by editing the form (2).

Save to save the changes.

2. Go to edit the form and edit the fields, if you want to delete the product - do it using the minus icon on the right.

Save to save the changes.