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iaesteman
Add products or quotelineitem in sales path in opportunity
Hi,
Is it possible to make a sales path in opportunity where you can add products directly to the quote. For example let say you have a path where you specify the discount and other things in the opportunity in the first stage on the second stage you have a product that you want to add that is furniture on the third stage you have a product that you want to add that is fabric and on the third stage you have product that you want to add that is leggings. See below
Is there a way when i go through the stages to add the products and also be added in the quote. I want to do this so i can speed up my sales process.
Cheers
Is it possible to make a sales path in opportunity where you can add products directly to the quote. For example let say you have a path where you specify the discount and other things in the opportunity in the first stage on the second stage you have a product that you want to add that is furniture on the third stage you have a product that you want to add that is fabric and on the third stage you have product that you want to add that is leggings. See below
Is there a way when i go through the stages to add the products and also be added in the quote. I want to do this so i can speed up my sales process.
Cheers