If you have ever wished to add products or services to your deals in Crmble, this update is just for you. In a nutshell, our all-new products feature makes a new tab available on your card where you can add a list of products or services to your deals.
Let’s see how it all works in detail.
How to add products or services to your deals
Creating products one by one
Open Crmble and head to the new “Products” section in the main menu. Once there, click on the “create a new product” button to add a product or service to your database.
A modal window will pop up to enter the details of your new product or service.
Name, Code, Price, and Tax.
Importing multiple products
Adding products to your deals
The products database is available on a Crmble Team level. When you add products to a deal, you can let Crmble do the math and generate the deal value. If you prefer to specify a different deal value to the sum of products linked, just type it in the deal value. If you change your mind and want to use the product sum, when you add more products to the deal, Crmble will ask you to update the value automatically.