How to Add Quote Line Items in Salesforce
Here is a step-by-step tutorial to add Quote Line Items 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 Quotes in the right column.
- Click on the existing quote in the Quotes quick preview box.
- If you don't already have a quote, click on New Quote to create one.
- Click on the Add Products button in front of Quote Line Items.
- Select the products to be added to the Quote and input the Quantity.
- Once you've filled in the necessary information, click Save to add the product to the quote.
Note:
You can additionally Sync your Quote Line Items to opportunity. Click on the down arrow next to New Opportunity and select Start Sync to do so.
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