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How do I make visible adding products during Opportunity creation?

With the Current upgrade there is the ability to add products when you are creating an opportunity vs having to go to the product tab after the opportunity is created. Can someone tell me where you do this?

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1 Answer

  • Best Answer
    Apr 30, 2017 at 07:33 AM

    Hi

    Check whether the below scoping question is activated or not? If not, activate this option and test. After this activation,you will have separate table to include the required products during Oppt creation(Check the second screenshot)

    Regards

    Logan

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