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- Adding the Product Manager when using Dynamic Actions on Opportunities
Adding the Product Manager when using Dynamic Actions on Opportunities
- Navigate to an Opportunity
- Click the cog in the top right, then select edit page.
- When the page loads, select the Highlights Panel.
- Click on the “Add Action” button from the menu on the right
- In the “Search Actions,” select the “Product Manager” action and click “Done.” Optionally, you can set up a filter to limit when the Product Manager is visible.
- In the menu on the right side, drag and drop the “Product Manager” to place it in the appropriate position. We suggest placing it as the first action on the page.
- Click Save and if required, Activation.
- Repeat the steps if you have multiple Opportunity Lightning Record Pages.
Related Articles
- Adding the Product Manager Lightning Web Component to a Lightning Page
- Adding the Product Manager when using the Opportunity Page Layout(s)
- Adding the New Package Button to Product List Views
- Apply the GSP Product Manager Permission Set
- Configure Product Manager for Subscription Products
- GSP Product Manager Quick Start Guide