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What This Section Covers

Adding products to an Opportunity captures exactly what a member or organization is considering buying — memberships, event registrations, sponsorship packages, training programs, and more. Pricing the Opportunity this way lets you forecast the sale and gives the conversion the line items it needs: converting an Opportunity to an Order requires at least one product. You add products with the Order Entry component, which appears on an Opportunity as the Opportunity Products button. Each product you add creates an OpportunityLineItem record on the Opportunity.

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Key Concepts

  • Opportunity Products — the button on an Opportunity that opens the Order Entry component so you can search for and add products.
  • Opportunity product (OpportunityLineItem) — a single product line added to an Opportunity.
  • Product search — the search box inside Order Entry where you find products to add.

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Working with Opportunity Products

Adding an Opportunity Product

Use the Opportunity Products button to search for a product and add it to an Opportunity.

Opportunities

Create and manage the Opportunities you add these products to.

Opportunity to Order Conversion

Turn a priced Opportunity into a billable Order — conversion requires at least one product.

Adding a Product to an Order

Add products directly to an Order with the Order Entry button.

Product Configuration

Set up the products, prices, and discounts that Order Entry searches and adds.