Opportunities - Pro+

How to add Inventory items to an existing Opportunity

Add Inventory items to represent the value of an Opportunity

To add inventory items to an existing Opportunity, first navigate to an Opportunity Detail page. Next, click on the SHOW DETAILS button at the top of the opportunity.


Potential Purchases section will appear. Click the + ADD POTENTIAL PURCHASES button.


A popup will appear, allowing you to search the pieces that you would like to add to your opportunity. 


After you've chosen your pieces, they will appear in your opportunity.


Suggested Reading:

- What are Opportunities?

- How do I configure my Opportunity Stages?