Managing products associated with parent opportunities
You can add, delete, or change the details of products associated with a parent opportunity.
You can add one or more products to each parent opportunity. When adding a product to a parent opportunity, you only need to specify the type of product. You can also specify the product name and description.
After you have added the product, you can add a new product opportunity to the parent opportunity.
To add a product to a parent opportunity:
The new product appears in the product list for the parent opportunity.
After a product has been added to the opportunity, you can take any of the following actions in the Products tab on the Contacts workspace or in the Products section of the Detail tab on the Opportunities workspace:
- To modify the details of the product, click the Action button and select Edit.
- To delete the product, click the Action button and select Delete.
- To deactivate the product, click the Action button and select Deactivate. Specify the reason in the dialog that appears and click OK.
- To convert this parent opportunity to a product opportunity, click the Action button and select Create Product Opportunity. After the new product opportunity has been created, you can access it from the Products tab on the Contacts workspace or the Detail tab on the Opportunities workspace by clicking Go to Product Opportunity under the product name.
Qualifying products in a parent opportunity
You can qualify a product in a parent opportunity as a product opportunity using the Opportunities workspace or Contacts workspace.
Before you can qualify a product in a parent opportunity as a product opportunity, you need to add a product to the parent opportunity.
To qualify a product in a parent opportunity as a product opportunity:
The new product opportunity for the parent opportunity is now created. If you have the appropriate permissions, you can see the product opportunity on the Opportunities workspace and Contacts workspace, associated with the contact.
You can now review and edit any activities associated with this opportunity and also review any future steps associated with the opportunity.
To access this product opportunity from its parent opportunity, navigate to the Products tab of the parent opportunity and click Go to Product Opportunity under the product name.