To add Products and Services to an Opportunity, click the tab.

You will then see a page similar to below. Search for a product or service using the search bar or the drop down menu.

• Please Note: All users can attach Products and Services to an Opportunity, but only Key Users can create new products and services.

Once you have chosen a Product or Service, you can then enter the Quantity, Type, and Discount. The Price cannot be changed here.

The total will then be added up depending on the options you have chosen.

The Value of the Opportunity will then reflect the products and services you have chosen.

For Key Users: Creating New Products and Services 

Next Step: Viewing and Editing Opportunities