Salesforce

Salesforce is an enterprise CRM for sales, marketing, and customer success teams.

Website

salesforce.com

Industry

CRM

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How to add a product to an opportunity in Salesforce

Here is how to add a product to an opportunity in salesforce

First click on the "Opportunities" tab in the top navigation menu
Locate the specific Opportunity record where you want to add the line items
Click on the "Products" link in the right sidebar
Click the "Add Products" button in the top right corner
Select the checkbox of the product you want to add
Click the "Next" button at the bottom of the Add Products dialog
In the Edit Selected Products dialog, set the "Quantity" field to the desired value
Finally click the "Save" button to save the product changes

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Why should you add a product to an opportunity in Salesforce

Salesforce is a leading customer relationship management platform designed to simplify and enhance business interactions.

Adding a product to an opportunity in Salesforce is a powerful feature that enriches your sales process by providing a detailed overview of potential deals. This feature allows businesses to align products directly with opportunities, offering a granular view of what's being proposed to clients.

Using this feature helps in better forecasting and inventory management, ensuring that every aspect of the sales cycle is meticulously tracked and managed.

Ultimately, it empowers sales teams with precise data, leading to informed decision-making and improved customer satisfaction.

Last update

February 24, 2026

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