Applications Administration Guide > Opportunities (End User) >

Associating a Product with an Opportunity

Specific products can be associated with an opportunity. For example, if a customer is interested in purchasing a new software suite, this information can be specified in the Products view.

After the product is associated with the opportunity, you can drill down on the product to review additional information such as product features and prices.

Later, this data can be used when you are building a presentation, quote, or proposal based on the opportunity.

To associate a product with an opportunity

  1. Navigate to the Opportunities screen > List view.
  2. Drill down on the opportunity.
  3. Click the Products view tab.
  4. Create a new record and complete the necessary fields.

    Some fields are described in the following table.


    Covered Product

    This field can be completed only if the product (specified in the Product field) is a service product.


    Use this field to indicate that the product is a summary product.

    For example, if the opportunity is for a computer system, check Summary for the computer system product, but not for the CPU, monitor, keyboard, and mouse products that make up the system.

    This Summary field also appears (read-only) in the Revenues screen > List view.

Applications Administration Guide