You can add line items to a deal if:
- The deal is at Draft stage
- Your supplier is using pricebooks for their deal registration support
- The deal type you're working with has a linked pricebook
- Navigate to the Deals page.
- Find the deal you want to edit, and click on it to open it. It should be in Draft status.
- In the Deal Line Items section, click Add Item.
- Complete the New Deal Line Item form.
- Click Save. The line item is added to the Deal Line Items section. To edit the line item, click
. To remove it from the deal, click
.
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