In Freshworks CRM, 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 left 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.
- You can view the associated documents on the deal landing page in the Related Documents section.