How To Add Quote Line Items In Salesforce

How To Add Quote Line Items In Salesforce

1. Log In to Salesforce: Access your Salesforce account.
2. Navigate to Quotes: Go to the "Quotes" tab from the main menu.
3. Select a Quote: Click on the quote you want to add line items to.
4. Click on 'Add Line Item': Find and select the 'Add Line Item' button.
5. Choose Product: Search for and select the product you want to add.
6. Enter Quantity: Specify the quantity for the selected product.
7. Set Price: Adjust the price if necessary.
8. Save Line Item: Click 'Save' to add the line item to the quote.
9. Review Line Items: Check the list of line items to ensure accuracy.
10. Finalize Quote: Complete any additional steps to finalize the quote.