How to sync deals with documents?
In the web application, you can sync a deal with a document to ensure that any update made on one record reflects on the other. This two-way sync helps users save time spent manually updating records and also avoid missing out on any updates.
How to sync a document with a deal
You can sync a document with a deal from the Products section on the deal landing page.
- Navigate to the Products icon in the right pane.
- Enable the Auto-sync Products with Document checkbox.
- In the next screen, choose the document from the dropdown that lists the documents associated with the deal. The products associated with the deal will be automatically updated with the products listed in the document. Any updates to the products on the deal and vice-versa will be automatically synced with the document.
Note:
- The deal value becomes a read-only field when a deal is synced with a document.
- At a time, only one document can be synced with a deal.
Freshsales Guide
Accelerate your revenue with context-driven sales. Personalize engagement, shorten your sales cycle, and grow your business with Freshsales.
Contact And Account management
Create and manage Contacts and Accounts and understand how to track the entire lifecycle of your contact
Deal Pipeline Management
Create multiple sales pipelines to replicate your business process. Create, track and manage deals with tasks, appointments and more.
Contact Scoring
Configure positive and negative signals that train Freddy to identify sales-ready contacts from your CRM
Organization Settings
Configuring secure access to your web application with SSO, and customize the CRM to suit your brand theme.
Custom Modules
Create new modules with unique icons and customized fields to capture additional information specific to your business process.
Sales Emails
Configure and manage email functionality suited for sales reps. Create templates, set email limits and more.
Sales sequences
Create and run sales sequences that are triggered based on field conditions and actions performed by contacts.
Phone Settings
Customize your phone number, assign numbers to your team, create call queues and more.
Chat Settings
Configure a chat widget to engage with website visitors and assign agents to handle inquiries and grievances.
Marketplace Apps
Integrate with popular business apps such as Quickbooks, Xero and simplify your business tasks.
User or Agent Settings
Configure the CRM as a user and personalize it to match your language, email, timezone, email signature and notification preferences.
Configure, Price, Quote
Build company-branded documents using a built -in template editor to send accurate quotes to contacts.
Record Management
Learn to manage, sort, bulk assign, delete, and forget records in the web application.
Automation Software
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Add Use Contacts
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