Add opportunity products to your deals in Dooly!
Stay in Dooly's connected workspace and streamline your workflow even more.
Start from your opportunity pipeline or linked opportunity note
Open the opportunity products panel
In pipeline: hover over the opp name and click on the opportunity products icon
In notes: click on the opportunity products icon in the top right of the screen
Select a price book
Add a product
Click Fields to see and update additional product fields
Click Save to send all the details to Salesforce and "amount" will auto-update ✨
Keep in mind:
Switching price books for the opportunity will remove ALL of the current products.
Each opportunity product needs to be saved individually; there is no autosave or save all functionality.
New price books or products need to be created in Salesforce.