Description:
Current limitation:Â Users must add products to deals one-by-one through the subitems column picker when viewing a deal item
Requested feature:Â Ability to select multiple items on the Products & Services board and bulk-add them as subitems to a selected deal
Proposed workflow:
Navigate to Products & Services board
Select multiple products using checkboxes
Access bulk action menu (right-click or top action bar)
Choose "Add to Deal as Subitems"
Select target deal from picker
All selected products are added as subitems in one action
Business value:
Significantly speeds up quote/proposal creation
Reduces repetitive clicking when building deals with multiple products
Improves sales team efficiency
Mirrors natural workflow (browse catalog â select items â add to order)