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Create separate deal for each product line item

Create separate deal for each product line item

Your multi-product deals group equipment into one opportunity, blurring pricing and fulfillment responsibility. Split items into product-level deals so sales and service teams can act same day.

Create separate deal for each product line item

Overview

When a single opportunity contains multiple machines, quoting and scheduling become error-prone and slow down fulfillment. This workflow splits each product into its own CRM deal so sales managers and schedulers get immediate, product-level visibility and can price, allocate, and schedule the same day.

Create separate deal for each product line item