Deals and products now work more closely together.
- Pipeline and product templates is one window, in Manage CRM. A pipeline template can come with products, and Start a deal fills the deal's lines from it. A deal may also have no product at all.
- Won fills in each retainer for you: it starts today and renews a year later, and you can change both dates. Winning several deals at once does the same.
- CRM > Companies has a Products column that counts each company's one-off products and retainers.
- Expected close shows wherever a deal does, and a person's CRM & Deals tab has Manage deal for each of their deals.