How to sync deals with documents?

Modified on: Thu, 6 May, 2021 at 3:34 PM


Applicable plans*
Sprout Blossom Garden EstateForest

In Freshsales, 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. 


  1. Navigate to the Products icon in the left pane. 
  2. Enable the Auto-sync products with document checkbox. 
  3. 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.
  4. You can view the associated documents on the deal landing page in the Related Documents section.


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.

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How to sync deals with documents?

Modified on: Thu, 6 May, 2021 at 3:34 PM


Applicable plans*
Sprout Blossom Garden EstateForest

In Freshsales, 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. 


  1. Navigate to the Products icon in the left pane. 
  2. Enable the Auto-sync products with document checkbox. 
  3. 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.
  4. You can view the associated documents on the deal landing page in the Related Documents section.


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.

Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial