Adding Products to an Opportunity

You can add opportunity products when you create an opportunity or from the Opportunity Detail view Products tab using the Lookup Product dialog box.

To add

1. Do one of the following:.
   • From the Insert Opportunity view, in the Products area, click the Include Product button.
   • From the Opportunity Detail view, select the Products tab, and click the Include Product button.
2. Use the lookup to select the product(s) you want to add to the opportunity.

   1. To select more than one record, hold down [Ctrl] or [Shift], and highlight the records.

   2. Click Add Selected to add the selected products and remain in the dialog box.
   3. When finished adding products, click Close to close the dialog box.
3.  To edit product information, do one of the following:
   • Click Edit next to the product you want to edit, make you changes in the Edit Product dialog box, and then click OK.
   • Click Select the record you want to edit, make your changes in the grid, and then click Save. To undo your changes, click Reset before you click Save.
     You can edit the quantity, price, or discount.
     The currency type and symbol are determined by the multi-currency settings.

Related Topics

Adding an Opportunity 

Using the Products Tab

Opportunities Overview