Understanding the Search Feature

To make finding your Products to add to the Opportunity via the Product Manager easier, we have created a search function within the Product Manager. To use this function, follow these steps:

1. Navigate to the appropriate Opportunity.
2. Click the “Product Manager” Button.
3. On the Left-Hand Side, you will see the search bar.
4. You can type in any information related to your product here, such as name, code, etc. Click search when you have entered all your parameters, and the list below will show all applicable Products that match the criteria you are entering.
5. When you see your Product, click on it.
6. It will then load in the Left-Hand Column, and you can use the + button to add it to the Opportunity.