Items Added To Opportunities And Proposals

Working along with the Price Book, Items can be added to Opportunities and Proposals. If you click the Add Proposal button, the Price Book and associated Items will automatically populate the Proposal therefore updating the Amount on the Proposal as well. As you add Items to the Opportunity, it will automatically pull the price for the specified Price Book assigned to the Opportunity. After saving your Items, the Amount will automatically populate based on the information provided.

 

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