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Create an Opportunity and Add Products to It

Ian and his sales team have already identified a couple of opportunities with two companies who are looking for a greener solution to their energy needs—one nonprofit and one enterprise. Neither has much roof space, but they both have lots of land, so the products that Ian’s team is charged with selling, the ground-mounted solar panels, are perfect for them. Ian needs these opportunities in the system as quickly as possible.

Because accounts for the two companies don’t exist yet, create the accounts first and then create the opportunities. Then add products to the opportunities using the Nonprofit Price Book and the Enterprise Price Book you created previously.

Create New Accounts

  1. Click App Launcher icon to open the App Launcher and select Accounts.
  2. Click New.
  3. For Account Name, enter Boy Scouts of the Southwest.
  4. Click Save & New.
  5. For Account Name, enter Saito Family Laundromats.
  6. For Account Currency, select JPY - Japanese Yen.
  7. Click Save.

Create New Opportunities

  1. Click the Opportunities tab.
  2. Click New and enter the details.
    Field
    Details/Action
    Opportunity Name
    BSofSW - Ground-mounted Panels
    Account Name
    Select Boy Scouts of the Southwest 
    Close Date
    Set for one month from now.
    Stage
    Select Prospecting.
  3. Click Save & New and enter the details.
    Field
    Details/Action
    Opportunity Name
    Saito - Ground-mounted Panels
    Account Name
    Select Saito Family Laundromats
    Opportunity Currency
    JPY – Japanese Yen
    Close Date
    Set for one month from now.
    Stage
    Select Prospecting.
  4. Click Save.

Add Products

Using the Nonprofit price book, add a product to the BSofSW - Ground-mounted Panels opportunity.

  1. Click the Accounts tab.
  2. Under Account Name, click Boy Scouts of the Southwest.
  3. In the Opportunities section, click BSofSW - Ground-mounted Panels.
  4. Click Edit, and in the Amount field, enter 20000. This is the expected revenue amount of the opportunity.
  5. Click Save.
  6. In the Products section, click Action menu icon to open the actions menu and select Add Products.
  7. From the Price Book picklist, select Nonprofit.
  8. Click Save.
  9. Check the box to add GreenSun Ground and click Next.
  10. For Quantity, enter 20.
  11. Click Save.

Confirm that the opportunity amount changed from the 20,000 that you input to the actual amount, 18,000 (20 x 900).

BSofSW - Ground-mounted Panels opportunity header showing adjusted opportunity amount.

Using the Enterprise price book, add a product to the Saito - Ground-mounted Panels opportunity.

  1. Click the Accounts tab.
  2. Under Account Name, click Saito Family Laundromats.
  3. In the Opportunities section, click Saito - Ground-mounted Panels.
  4. Click Edit and, in the Amount field, enter 4200000.
  5. Click Save.
  6. In the Products section, click Action menu icon to open the actions menu and select Add Products.
  7. From the Price Book picklist, select Enterprise.
  8. Click Save.
  9. Select each checkbox to add these products.
    Product
    GreenSun Ground
    SunPower Ground
  10. Click Next.
  11. Enter the product quantities.
    Product
    Quantity
    GreenSun Ground
    20
    SunPower Ground
    35
  12. Click Save.

Confirm that the opportunity amount changed from the 4,200,000 that you input to the actual amount, 4,747,500 (20 x 100,000 + 35 x 78,500).

Saito - Ground-mounted Panels opportunity header showing adjusted opportunity amount.

The VP of International Sales is very impressed with your admin abilities. You successfully used the custom price books you created to add products to new opportunities. Next, Ian requests that only his team be able to access these custom price books and have the ability to add or remove products. Move on to the next step, and set access restrictions to the price books and products. 

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