Add Product Groups to Opportunities

To add Product Groups 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 Group from the left-hand column using the + Button next to it.
4. Once you have added your Product Group, click the Next Button
5. Then click the cog button in the drop-down next to your Product Group and select the configure package option.
6. Make any modifications to the Group 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 Group was created successfully by viewing it in the list related to the opportunity.