Adding opportunity product

Ensure to enable Link M3 product records to opportunity via mobile app in M3 Mobility Core Tenant Toolbox before you proceed.

See M3 Mobility Core Tenant Toolbox Administration Guide for more information or contact your system administrator.

  1. Open an opportunity record.
  2. Proceed to Opportunities tab.
  3. Click the Add icon.
  4. Click the Search icon in Browse Product.
  5. Specify the product details and click Search.
  6. On the Search Results, select a product and click Select.
  7. Specify the new opportunity product information.
  8. Click Save.