Associating Products with Deals

Associating Products with Deals

Link with Deal

products can be linked to deals via the product list view, bulk actions, or the Add Deal form, ensuring seamless integration of product details with your deals.

Product List View/ Bulk Action

The steps for navigating to the bulk action of adding products to a deal have already been detailed [link].


Add Deal Form 

To associate products with deals from the Add Deal form, follow these steps:

  1. Open the Add Deal form by navigating to the Deals section and selecting the option to +Deal. It will open the Add Deal drawer.
  2. Locate the Deal Value section within the form in this drawer, which shows the fields for entering the deal.
  3. Choose the appropriate currency for the deal from the dropdown in the Deal Value section.
  4. Click +Add Product to open the product selection drawer.


  1. In the product selection drawer, search for the desired product by typing its name in the search bar or browsing through the list. Once you find the product, click on it to select it.
  2. After selecting the desired product, enter or adjust the product details such as Price, Quantity, Tax, Discount, and Amount.
  3. Review the Subtotal, Tax, and Total fields. Click + Add More to add additional products if needed.
  4. Review all details for accuracy. Click Save to finalize the deal.


Deal Detail Page


This information has already been discussed in the Add Product section. You can refer to it [here​]


    • Related Articles

    • Creating a New Deal from the Company Detail Page

      Adding a Deal from the Company Detail Page To create a new deal directly from the company detail page, use the + Deal option. This feature allows you to link a deal with the selected company without navigating from the company’s profile. Click the + ...
    • Adding a New Product in Twozo

      Add Product Add Form Creating a new product enhances the ability to manage and track items within deals efficiently. In the product module locate the +Product option at the top right corner. Click +Product to open the Add Product drawer. Fill in the ...
    • Configuring Prices, Deals, and Variations in Products

      Prices Currency Click +Add Price to add a price in different currencies. Initially, only USD will appear in the dropdown menu. Navigate to Admin Settings, then go to Other Settings and click on Currency to add additional currencies. Click +Add ...
    • Updating Contacts in Detail View

      How can edit and manage contact details in the detail view? The detail page will display the profile picture, first name, last name, LinkedIn icon, Facebook icon, designation, and company at the beginning. Summary Edit To edit summary fields, click ...
    • Updating Product Details in Twozo

      Update a Product The Update a Product feature enables you to revise and refresh product information in the system. This includes adjusting attributes like pricing, descriptions, and availability. It helps maintain accurate and up-to-date product ...