Add line items to an opportunity
Create a new product line item for your opportunity by entering the details, such as product offering, quantity, and estimated price.
Before you begin
Role required: sales_agent
Procedure
-
Navigate to List view
and select Opportunity - All.
- From the Opportunity List window, select the opportunity you want to work with and select the Line Items tab.
- Select New to start a new opportunity line item or select an existing opportunity line item to make changes.
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Fill in the fields in the Opportunity Line Item form.
Table 1. Opportunity Line Item form Fields Descriptions Number The system-generated number of the opportunity line item. Opportunity The system-generated id of your opportunity. Product Offering The product offering that is selected for the opportunity line item. Unit of Measure The measuring unit of the opportunity line item. Quantity The quantity of the opportunity line item. Price List Default price list based on the opportunity created. Periodicity Periodicity is based on the selected pricing method. - If the pricing method is selected 'One time', the periodicity is set to 'None'.
- If the pricing method is selected 'Recurring', the periodicity can be set to 'Monthly' or 'Annually'.
Unit List Price Unit list price of the product offering included in the opportunity line item. Estimated Unit Price The estimated unit price of the product offering included in the opportunity line item. Estimated Total Price The estimated total price of the of the product offering included in the opportunity line item. Total One-Time Price Total one-time price of the product offering included in the opportunity line item. Total Recurring Price Total recurring price of the product offering included in the opportunity line item. Work Notes Any additional information related to the opportunity line item. -
Select Save.
The Opportunity Line Item is added to the main opportunity.
What to do next
Add a task to your opportunity. To learn more, see Add opportunity tasks.