Add Product Bundles to Opportunities

To add Product Bundles 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 Product Bundle from the left-hand column using the + Button next to it.
4. Once you have added your Product Bundle, click the Next Button
5. Then click the cog button in the drop-down menu next to your product bundle and select the configure package option.
6. Make any modifications to the Bundle by changing selections if applicable. Click Save when you are done.
7. Define the Sales Price & Quantity of any group components if applicable.
8. Click Save & Finish

You can check that your Product Bundle was created successfully by viewing it in the list related to the opportunity.