Opportunity Product Configuration

Opportunity products enable users to categorize opportunities for enhanced list filtering and reporting (for example, to group opportunities for related lines of business).

The opportunity products you create in this area will be available for selection from the Product type dropdown menu when a user adds an opportunity. You can create as many opportunity products as necessary, but each opportunity can have only one product association.

Additionally, you can configure field defaults for individual users, or direct users to set their own defaults, if they usually add opportunities for one particular product.

1. From the Home screen, do one of the following:
• Click Configure on the navigation panel.
• Click the down arrow next to Home on the menubar and select Configure.
• Click Areas > Configure on the menubar.

From any other area of the program do one of the following:

• Click the down arrow to the right of the Home options bar button and select Configure.

• Click Home > Configure on the menubar. The Configure screen displays.

2. Click Account on the navigation panel or Areas > Account on the menubar.

3. Click Opportunity Products on the navigation panel.

You can do one of the following from here:

• Add an Opportunity Product

  1. Do one of the following:
  • Click the Add button to the left of the list.
  • Click New > Opportunity Product on the options bar.
  • Click File > New > Opportunity Product on the menubar.
  • With focus on the list, press [Insert] on your keyboard.
  2. In the Descriptions section, the active language displays in the Language dropdown menu and is based on your Primary Language in Regional Settings Configuration.

  The Update matching descriptions in other languages checkbox enables the same description to populate for every language available in your system. It defaults selected or deselected based on the last saved selection for it on any screen in the Configure area. You cannot change this selection when adding an opportunity product, only when editing an existing product. See the Edit an Opportunity Product section below for detailed instructions.

  Do the following:

  1. Enter the product’s name in the Description field. This entry displays in the Product type dropdown when a user adds an opportunity.

  2. If the Update matching descriptions in other languages checkbox is deselected, select any other Language in which your organization conducts business from the dropdown menu, and enter the Description in that language.

  3. Do one of the following:

  • Click Add to add this opportunity product and create another one.

  • Click Finish if you have no more products to add.

  • Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, “Do you wish to discard these changes?” Click Yes.

• Edit an Opportunity Product

  You cannot edit opportunity products that have been used; you must inactivate them and add new products to replace them instead.

  1. Click the Opportunity Product in the list and do one of the following:
  • Click the Edit button beside the list.
  • Click File > Open on the menubar.
  • Double click the Opportunity Product.
  • Press [Enter] on your keyboard.
  2. Revise the Description.
  • To update the Description for any language, click the language in the list or dropdown menu and then edit the corresponding Description.
  • If you want the same description to populate for all languages the next time an item is added anywhere in the Configure area, select the Update matching descriptions in other languages checkbox. This selection only applies to new items, however, not the opportunity product you are currently editing.
  3. Click Finish or press [Enter] to save your changes.

  Click Cancel or press [Esc] to exit the workflow without saving changes. You are prompted, “Do you wish to discard changes?” Click Yes.

• Delete an Opportunity Product

  You cannot delete opportunity products that have been used; you must inactivate them instead.

  1. Click to highlight the Opportunity Product in the list.
  2. Do one of the following:
  • Click the Delete button to the left of the list.
  • Click File > Delete on the menubar.
  • Press [Delete] on your keyboard.
  3. You are prompted, “Do you wish to delete this record?” Click Yes.

• Inactivate/Reactivate an Opportunity Product

  1. Select the Opportunity Product from the list.
  2. Click Actions > Activate/Inactivate on the options bar or menubar.
  3. You are prompted, “Do you wish to inactivate/reactivate the following opportunity product?” Click Yes.

• Print the List of Opportunity Products

  1. To print the list of opportunity products, do one of the following:
  • Click the Print button to the left of the list.
  • Click Print > Listview on the options bar.
  • Click File > Print > Listview on the menubar.
  2. Print this list as you would any other document.