Add and Edit Products on Opportunities
- Navigate to the opportunity that you want to edit.
- From the Products related list, either select Edit next to the product you want to modify or select Add Product to add a new product. If you’re adding the first product, choose a price book for the opportunity.
- When adding a new product, select one or more products from the list, or search for a product.
- Enter the attributes for each product. Admins can customize this page to include fields that are specific to your business.
- Enter the Sales Price for the product. The sales price defaults to the list price that’s specified in the price book that’s assigned to the opportunity. Depending on your user permissions, you can override this value.
- 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 administrator.
- Enter the number of products at this price in theQuantity box.
- Save your changes.