Configuring opportunity products
You can add and manage products in the Products tab on the Customize workspace. Products are items or services that your organization sells to your clients.
Users can add products to parent and product opportunities on the Opportunities and Contacts workspaces. For more information about assigning products to opportunities, see Adding opportunities.
Product types are defined in the SPRODTYPE enumeration in NexJ Admin Console.
Adding opportunity products
You can add products to existing product types
To add a product that can be later assigned to an opportunity:
The product is available for users on the Opportunities and Contacts workspaces.
Editing opportunity products
Edit an opportunity product when you want to make changes to its properties.
Changes to the opportunity product apply to existing instances of the product. For example, if you edit the list price of an opportunity product, the updated list price is reflected in existing products that have been added to opportunities in NexJ CRM.
To edit an opportunity product:
The opportunity product is edited.
Activating opportunity products
Activate or deactivate opportunity products to make them available or unavailable to users.
To activate or deactivate an opportunity product:
The opportunity product is activated or deactivated.
Deleting opportunity products
Delete an opportunity product when you want to completely remove it from NexJ CRM.
If you want to only temporarily remove an opportunity product so that users can no longer add it to opportunities, consider deactivating the product instead.
You cannot delete an opportunity product that is currently used in an opportunity in NexJ CRM. To delete the product, you must first remove the product from any opportunities that it belongs to.
To delete an opportunity product:
The opportunity product is deleted.
Related links
Configuring opportunity templates
Configuring opportunity coverage