Adding Products to an Opportunity

This tutorial guides sales professionals through the process of adding products to an opportunity in Salesforce to ensure accurate forecasting.

Adding Products to an Opportunity
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Who is this for? Sales representatives using Salesforce CRM to manage opportunities and forecast deals.
This tutorial guides sales professionals through the process of adding products to an opportunity in Salesforce to ensure accurate forecasting. Starting from an opportunity record, users will learn how to select a price book, add products, specify quantities, and set expected delivery dates. The tutorial concludes with updating the total amount of the opportunity based on the selected products.

Selecting Price Book

Start from an opportunity record you want to update

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Go to the Products section

Click on the button with the arrow down.
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Select Choose Price Book

Click on the button that says 'Choose Price Book'. This will allow you to select the appropriate price book for your opportunity.
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Select Price Book

Click on the arrow down in the product section and select the price book that applies.
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Save

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Click the Arrow Down Again

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Add Products

Click on the button that says 'Add Products' to proceed with adding products to your opportunity.
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Specifying Product Details

Select Products

Choose the products from the list of available products. Select as many as you need.
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Proceed to Next Step

Click on the 'Next' button to proceed to the next step where you will specify the quantities and start date for the selected products.
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Edit Product Quantities

This will allow you to specify the quantities for the selected products.
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Specify Start Date

This will allow you to input the expected delivery date using the calendar input.
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Save Products to Opportunity

Click on the 'Save' button to finalize the addition of products to your opportunity. This action will update the total amount of your opportunity based on the selected products and their quantities.
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View Updated Opportunity Amount

Your updated forecast is based on the products and quantities you have added.
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What's next?

After completing this tutorial, users should review the updated opportunity to ensure all details are correct. They may also want to communicate the updated forecast to relevant stakeholders and monitor the opportunity for any changes or updates.

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Anne-Charlotte Chauvet

Gluetrail co-founder