Other tasks
6 articles
Check availability for your opportunityBe proactive about any shortages. From the opportunity page, view availability for all items or drill down to a particular product.
Configure surchargesSurcharges are a way of automatically adding a percentage-based or fixed-fee charge to rental products added for an opportunity.
Prevent changes to agreed pricing using Lock PricingLock pricing prevents you from making changes to prices or the charge total of an opportunity, even if you add new products or services.
View recent actions or recent documents on an opportunityGet an overview of changes to an opportunity and a history of documents generated using recent actions and recent documents.
Enable automatic costing for your opportunitiesTurn on auto costing for opportunities created before October 2018.
How are automatic costs added to an opportunity?