How to Add a Product to Opportunity in Salesforce
Here's how to add a product to an Opportunity in Salesforce:
- Navigate and click on Opportunities in the menubar on top.
- Locate the specific Opportunity record where you want to add the line items.
- Find and click on Products in the right column and hit Add Products in the Quick Preview box.
- Select the products you want to add and hit Next. (If you don’t have products added to your salesforce account, head over to the app drawer in the main screen and select Products. There you can log your products to your account)
- Enter the Quantity. Optionally, you can input the Date as well.
- You will get a success prompt saying the product record was created.
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