Make Adding Opportunity Products Faster - AppExchange
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Make Adding Opportunity Products Faster

Fixed Price: $0-500

Open for Applicants
Any Location
Immediately
8 years ago by Avery Alchek

I would like to make adding opportunity products either one or two steps. Currently the process is: Add opportunity -> Select which opportunity products to add -> input revenue numbers and add opportunity products to the opportunity The second step, selecting opportunity products to add, is unnecessary. I would like to get rid of "Product Selection for Opportunity ____" page. We only have a few products, so I would prefer that they were all auto selected beforehand. A sales person would add the opportunity and then input revenue numbers into the opportunity products. What I want to have happen is either: Add opportunity and Opportunity products on the same page OR Add opportunity -> input values and add opportunity products to the opportunity I have seen similar triggers built and don't think it should take too long.