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Adding the Product Manager when using Dynamic Actions on Opportunities

  1. Navigate to an Opportunity
  2. Click the cog in the top right, then select edit page.
  3. When the page loads, select the Highlights Panel.
  4. Click on the “Add Action” button from the menu on the right
  5. 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.
  6. 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.
  7. Click Save and if required, Activation.
  8. Repeat the steps if you have multiple Opportunity Lightning Record Pages.
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