AnsweredAssumed Answered

Add "Product" to Opportunity

Question asked by Dan Scala on Feb 8, 2015
Latest reply on Feb 17, 2015 by christianknoll christianknoll
I need to be able to create a defined list of "products" and "Services" that my company offers - this way when a member of our sales team creates an opportunity they are required to select from the pre-defined list when they enter it.

Post creation of opportunities that are classified under a product/service - I need to be able to run reports showing me what projected value each sales pipeline offers under a given product/service.

We use SugarCRM CE - 6.5.8 (Build 8613) - which is about 3 years old.  If I have to upgrade to get this functionality that's something I would consider.

Outcomes