Product line items on the opportunity
Add several products (quantity × price) and the Estimated value is summed automatically.
On an Opportunity screen, the "Items / Products" section lets you list several products with quantity and unit price. It is useful when the deal includes more than one item.
- Choose the product (the unit price comes pre-filled from the Product record and can be adjusted).
- Enter the quantity and click Add.
- Edit quantity or price directly in the table; click the ✕ to remove an item.
Automatic estimated value
Each line total is quantity × price, and the sum of all lines becomes the opportunity's Estimated value, recalculated on every change (the weighted value is also updated).
Contract term per line item
Recurring products are charged by term, and each line item can have its own term in months. When you add a product that has a "Default term (months)" in the catalog, the item is born with that term already filled in and you can change it right there, for this deal only · the product record is never affected.
An item left without a term inherits the opportunity term, so you only fill it in on the lines that are an exception.