Adding Products to Opportunities
To add a new product to an opportunity:
- Open an opportunity.
- Open the menu and select Opportunity Product.
Salesforce Mobile displays a list of opportunity products. If no products have
been associated with the opportunity, the list page is empty.
- Select New from the menu.
- Select the price book for the opportunity.
- Enter the information for the new opportunity product:
- Opportunity: Defaults to the current opportunity,
but you can change it to a different opportunity record.
- Product: Choose a product from the selected
price book.
- Sales Price and Quantity: Enter these values, and the value for the Total Price field is calculated automatically when the record is submitted to Salesforce.com.
- Open the menu and select Save.
Using Products and Price Books
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