Add a Product to an Opportunity

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Revision as of 22:09, 18 July 2011 by imported>Aeric (Created page with "#In the Opportunities tab, click on the opportunity to which you want to add products. #Click the '''[Manage Products]''' button under Related Information.<br>The Manage Prod…")
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  1. In the Opportunities tab, click on the opportunity to which you want to add products.
  2. Click the [Manage Products] button under Related Information.
    The Manage Products for Opportunity page opens, which reflects the opportunity name and the account or prospect with which it is associated.
  3. In the Products Information section, select the Price Book and Product you want to add.
    The Description, Price, Units (minimum number of units required in this price book), and the Amount fields are populated automatically
  4. Click [Save].
    The product is added to the list of Products appearing in the record for that opportunity.