Validate the Sales Catalog

Now that you've created the catalog, you can check that it's visible in opportunities and leads.

1. Sign in as a sales manager or a salesperson.

2. in Digital Sales home page, click Create Opportunity or Create Lead.

3. On the Create Opportunity page, enter the opportunity name and click Save.

4. Open the opportunity you created.

5. In the Action Bar, enter add and select Add Products.

6. Verify that your product groups (and products if applicable) display in the catalog.

See Add Products to an Opportunity and Add Products to a Leadfor more information on the end user tasks.