Add a Product to an Existing Opportunity

Add a Product to an Existing Opportunity

Go to the Opportunity Workspace and click on the description of the opportunity to open it.

A picture containing applicationDescription automatically generated

Graphical user interface, applicationDescription automatically generated

Click the Add button in the Products card on the Detail tab.

Graphical user interfaceDescription automatically generated with low confidence

Select the type of product, then assign it a name and description and click OK when done.

Graphical user interface, text, application, emailDescription automatically generated

Repeat to add additional products.


    • Related Articles

    • How to Create a Product Opportunity

      There are two ways to create a Product Opportunity: Create an independent Product Opportunity. This creates a Product Opportunity that is not related to a Parent Opportunity. This can be done from the Opportunity Workspace, or the Opportunities tab ...
    • Add an Activity to an Existing Opportunity

      Go to the Opportunity Workspace. Click on the description of the opportunity to open it. Go to the Activities tab. Use the Add button to create an activity. From this point on it is the same as creating any other activity.
    • Add Households or Contacts to an Existing Opportunity

      Go to the Opportunity Workspace. Click on the description of the opportunity to open it. Click the Add button in the Contacts card on the Detail tab. Check the boxes next to any contacts, households, or businesses you want to add to the opportunity. ...
    • Add a User or Coverage Group to an Existing Opportunity

      Go to the Opportunity Workspace. Click on the description of the opportunity to open it. Click the Add button in the Team card on the Detail tab and select User or Coverage Group. If you selected User, assign a User, and select a Coverage Role for ...
    • Opportunity Workspace

      Opportunity Workspace The Opportunity Workspace lists all the opportunities you have access to. You can use this workspace to review opportunities, manage activities associated with your opportunities, and create new and edit existing opportunities. ...