Opportunity Line Items related section

Products are added to an Opportunity as Opportunity Line Items. The Opportunity Line Items related section displays the products that are already linked to the opportunity. You can modify the product details and link additional products.

You can access this related section from the Opportunity details page.

The toolbar options available in this section:

  • Expand: Use this option to view the records in this section. A maximum of 20 records are displayed in Card or List format.
  • Associate: Use this option to select products to be associated with the Opportunity.
  • After the new product is associated and displayed in this section, click the product name to view the Edit Product details page. You can modify the pricing or quantity, if required.
  • Add Custom Product: Use this option to add a product.
    Note: This option is not displayed if the administrator has restricted access in the Custom Settings.
  • Toggle View: Use this option to switch between the Card and List format.
  • View Full List: Use this option to view or modify the data of the Products linked to the selected Opportunity.

For each record, you can:

  • Click the name of the Opportunity line item or Edit to view or modify the Product details.
  • Click Remove Association to disassociate the Product from the Opportunity.
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