Can we add multiple products to a quote in CRM?
Yes, you can add multiple products to a quote in Krayin CRM using the lookup feature and dynamically calculated totals.

Steps to add:
- Go to the Quotes section and create a new quote.
- Use the Product Name dropdown to search and select a product.
- The price and tax will fill in automatically.
- Enter the quantity and add any discount if needed.
- Click + Add Item to include more products.
Repeat the same steps for each additional item. The system updates the total amount automatically as you add products.
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Author :- Monica Saha
Published on :- October 1, 2025 11:51

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Can we add multiple products to a quote in CRM?