Add Products while Creating an Opportunity

Many companies require that products are added to an opportunity during the creation process. Now salespeople can quickly add products while creating an opportunity.

This feature helps with data hygiene and caters for those companies that require products to be added at the early stages of creating an opportunity.

Steps to Enable

Leverage the Visual Builder Studio to expose your applications. To learn more about extending your application using Visual Builder, visit Oracle Help Center > your apps service area of interest > Books > Configuration and Extension.

Here are the steps to enable the feature:

1. Open the Visual Builder (VB) application.
2. Navigate to the 'Layouts' section and open the 'Opportunities' layout inside 'CX Sales'.
3. In 'the Opportunities' layout, click the 'Variables' tab.
4. In the 'Constants' section, click  'ShowAddProductSection'.
5. In the 'Properties' menu, set 'Default Value' as 'true' for 'showAddProductSection' constant.
6. Save your changes and test and preview the application.