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.