How to Add a Product to Opportunity in Salesforce

Quick summary

Adding a product to an Opportunity in Salesforce lets sales reps attach line items directly to a deal record, ensuring accurate quoting and revenue tracking. This process uses the Products related list and the Add Products button within the Opportunity to select items, set quantities, and confirm the entry.

Steps

1. Navigate and click on Opportunities in the menubar on top.
2. Locate the specific Opportunity record where you want to add the line items.
3. Find and click on Products in the right column and hit Add Products in the Quick Preview box.
4. Select the products you want to add and hit Next.
5. Enter the Quantity and optionally input the Date as well.
6. Confirm the success prompt indicating the product record was created.