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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:

  1. Navigate to the Customize workspace, and click the Products tab. 
  2. In the products list, click Add and select the product type that you want to create a product for. The Add Product dialog opens.
  3. In the Name field, provide the product name that will display for users in NexJ CRM.
  4. [Optional] In the List Price field, enter the price that the product sells for.

    A user can enter a unit price for the product when they create the product. NexJ CRM compares the list price against the unit price to calculate a percentage discount value for the product. The discount value displays in the Products subtab in the Detail tab for an opportunity.

  5. In the Description field, enter a description of the product for other business administrators. The description displays in the Detail tab on the Customize workspace.
  6. In the Visibility field, do one of the following:
    • Select Public to make the product visible to all users in NexJ CRM.
    • Select a user to restrict visibility to only that user.
  7. Click OK. The Add Product dialog closes.

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:

  1. Navigate to the Customize workspace, and click the Products tab.
  2. In the products list, select the product that you want to edit.
  3. In the Detail tab, click Edit. The Edit Product dialog opens.
  4. Make your desired changes in the dialog, then click OK. The Edit Product dialog closes.

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:

  1. Navigate to the Customize workspace, and click the Products tab.
  2. In the products list, select the product that you want to activate or deactivate.
  3. In the Detail tab, click Edit. The Edit Product dialog opens.
  4. Do one of the following:
    • If you want to activate the product, select the Active checkbox.
    • If you want to deactivate the product, clear the Active checkbox.
  5. Click OK. The Edit Product dialog closes.

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:

  1. Navigate to the Customize workspace, and click the Products tab.
  2. In the products list, click the Action button for the opportunity product that you want to delete, then select Delete.
  3. In the dialog that appears, click Delete to delete the opportunity product.

    This action cannot be undone.

The opportunity product is deleted.

Configuring opportunity templates
Configuring opportunity coverage