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            Add Products to Opportunities

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            Add Products to Opportunities

            Track what’s selling and in what quantity by adding products to opportunities. Then maintain accurate records by updating the quantities and prices of the products.

            Required Editions

            Available in: Lightning Experience and Salesforce Classic
            Available in: Professional, Enterprise, Performance, Unlimited, and Developer Editions
            User Permissions Needed
            To add or edit opportunity products:

            Edit on opportunities

            AND

            Read on products and price books
            1. Navigate to the opportunity that you want to edit.
            2. In the Products related list, select Add Products, or select Edit next to a product in the list. If you’re adding the first product, choose a price book for the opportunity.
            3. Find the products you want to add to this opportunity.
              1. In Lightning Experience, enter keywords in the search bar. Then open the Quick Filter panel by clicking Filter. Filter by product fields and click Apply, and then click Next.
                You can filter only by product fields that your Salesforce admin has included in the layout.
              2. In Salesforce Classic, enter keywords in the search bar. Then add filters. Click Search.
                You can filter by all standard and custom fields on products and price books.
            4. In the Quantity field, enter the number of products at this price.
            5. Enter the sales price for the product. The sales price defaults to the list price specified in the price book related to the opportunity.
            6. If the product has a discount, type the discount as a number with or without the percent sign (%) in the Discount field. If the Discount field isn’t available, check with your Salesforce admin.
            7. Save your changes.
            8. To determine the order of products on an opportunity, in the Products related list, select Sort Products. Drag products into the order you want and save. If an opportunity and a quote are linked and the sort order of either record is changed, the sort order is updated during syncing.

            See Also

             
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