Adding Line Items to a Deal

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
  1. Navigate to the Deals page. 
  2. Find the deal you want to edit, and click on it to open it. It should be in Draft status.
  3. In the Deal Line Items section, click Add Item.
  4. Complete the New Deal Line Item form.
  5. Click Save. The line item is added to the Deal Line Items section. To edit the line item, click unifyr+_icon_edit.png. To remove it from the deal, click unifyr+_icon_remove.png.
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