Add Products to Opportunities

To add Products to opportunities via the Product Manager, use the following steps:

  1. Navigate to the appropriate Opportunity
  2. Click the Product Manager Button
  3. Select your Products from the left-hand column using the + Button next to them.
  4. Once you have added all your Products, click the Next button.
  5. Modify the Sales Price & Quantity if applicable.
  6. Click Save & Finish

You can check that your products were created successfully by viewing them in the list related on the opportunity.

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