Skip to Content
0
May 15, 2008 at 12:27 PM

default products on opportunity

41 Views

Hello!

I would like to predefine certain products on opportunity. That means that when I would create new opportunity, on the products tab of that opportunity would allready be listed (inserted) certain predefined products. For that products I would then have to define only data like quantity, value etc. but the products would allredy be placed on opportunity so I wouldn't have to insert them manualy.

What are the possibilities to do that. The solution must work on PCUI and we use CRM 4.0.

Thanks & Regards.