How can I create a new opportunity product?

You can create a new opportunity product within the "Administration".

Create a new opportunity product

  1. Click on the “User” and select “Administration” from drop down menu.
  2. Click on "Products & Prices".
  3. Click on "Opportunity Products".
  4. Click on the “Create” button.
  5. Configure your opportunity product according to your preferences and click on the "Save" button.
Note: All Pipeliner users need to synchronize in order to see the changes!

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request