Products in a Parent Opportunity
There are several things you can do with the products that have been assigned to a Parent Opportunity.
Go to the Opportunity Workspace. Click on the description of the opportunity to open it.
Go to the Products Card and click the dropdown arrow to see the list of options you will be able to use.
Edit – Allows you to swap the product for another one in your system.
Deactivate a Product – Use this option to show which products are not currently being pursued. It will ask for a reason and then set the product to inactive.
Activate a Previously Deactivated Product – Undo a product deactivation. This option only appears once a product has been deactivated.
Delete a Product – Use this to remove the product from the opportunity.
Create Product Opportunity – Use this option to create a Product Opportunity. This will automatically be related to the Parent Opportunity. Once this is done it cannot be edited in the Parent Opportunity any longer.
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