Products
Adding Products
Navigate to Products:
Open the app list and select the app titled “Products”
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Add a Product:
Click the “New” button in the top right corner
If this is the first product you’re adding, choose a price book for the opportunity
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Enter Quantity and Details:
For each product you can:
Enter a product name
Enter a product code
Define the product’s unit of measure
Add a product description
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Save Changes:
Save your changes to add the selected products to the opportunity
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