Opportunity Product #inSalesforce

This is to track what’s selling and in what quantity by adding products to opportunities.

Also, maintain accurate records by updating the quantities and prices of the products.


Steps:

  • Go to the opportunity that you want to edit.
  • In the Products related list, select Add Products.
  • Select the products you want to add to this opportunity.
  • Enter the quantity of products.
  • Enter the price for the product. (apply discount if required)
  • Save (and sort if required)


Reference:
https://help.salesforce.com/s/articleView?id=sf.products_add.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.opportunity_product_fields.htm&type=5

Comments