Customize an opportunity
7 articles
- 🎞️ Customize the items listEvery opportunity is different. Re-order items and groups, change group names and create new ones, and change quantities and prices inline.
- Edit an opportunity itemMake changes to opportunity items in the list inline, or use the edit item screen to make advanced changes.
- Managing AccessoriesAccessories allow you to specify additional products that are rented or sold with a product. They're automatically added to an opportunity.
- Discount items on an opportunityDiscount items or groups manually or use automatic discounting.
- 🎞️ Set a deal price on an opportunity or groupDo a deal for your customers or round off totals using Deal Pricing.
- Mark a quotation as reservedTake items out of availability for a particular quotation by marking a quotation as reserved.
- Alternative ProductsThe Alternative Products feature lets you quickly swap products within your Order View or Opportunities, making it easier to suggest or substitute items when needed.