Freshworks CRM gives you the option to associate your deals with the product or service that you sell. The sales tax and discounts to be applied are auto-calculated to arrive at the correct deal value. Click here to know about how you can enable products in Freshworks CRM.
Once you've added products in Freshworks CRM, to associate them with deals, go to Admin Settings > Product Settings > Enable Add products to deals toggle
Note: Deal value becomes a read-only field when a deal is associated with products. Ensure that your products are configured before you enable this setting.
To associate products with a deal,
Go to Deals module.
On the list view, click on a deal to view the landing page of a deal.
Click the Products (box) icon on the right.
Click the Add/Edit or Add Product button.
Choose the category.
Click on the search bar to search and select your product/s.
To add a discount, click the Add/Edit or Add Product button and enter the value of the discount for some or all of the products. The deal value will automatically change in accordance with the discount applied.
The tax percentage applied by the admin will also reflect here.
The deal value is auto-calculated based on the inputs provided.