When you add products, important information goes with it. This helps take the guesswork and calculations out of the process, making things easier for you and your team.

After you have created an Opportunity, there are many steps to complete along the way. See Learn the Steps of the Opportunity Process to learn more about it.

At a certain point in the process, you must add a product. Here's how to add a product (or multiple products):

1. Open the Opportunity and go to the Products & Services tab.

2. Click the + icon to add a new product.

3. Click the Product field and press Enter to see a list of products. Your selection will appear along with the product unit, for example, a one-year subscription.

Note: Products are pre-configured on a currency-related price list with the unit, the price, the monthly price, the currency, whether it’s a subscription or if it included maintenance. If you want, you can add a discount to the price.

4. Enter the product name or search the list of active products. Add the quantity, price per unit, and discount per unit if you know this information.

5. Click Save. Or, if you want to add another product, click Save and New.

You have now added your product, or products to the opportunity.