Let the Product Quantity Take Care of Itself When Sales Reps Work with Opportunities with this feature. You can set the default quantity of 1 for the products to be added to the opportunities.

Product Quantity for Your Opportunities

When you use this feature and set the opportunity product quantity to 1 by default, you cut down on clicks when sales reps add products to opportunities. By adding a default value, you can remove the Quantity field from the product layout as it adds a quantity of 1 for all the added products.

If the quantity is always 1 (as with a subscription) or is unknown until later, a default quantity of 1 helps reps add products faster.

Steps:

To add a default quantity of 1, go to the Opportunity Settings page and select the option. If you contacted Customer Support to add the default value, the option is selected for you.

Note:

To hide the Quantity field, go to the Object Manager and remove the field from the Opportunity Line Item page layout and multiline editor layout.

For more, visit www.cloudvandana.com.

Atul Gupta

Atul Gupta is CloudVandana’s founder and an 8X Salesforce Certified Professional who works with globally situated businesses to create Custom Salesforce Solutions.

Atul Gupta, a dynamic leader, directs CloudVandana’s Implementation Team, Analytics, and IT functions, ensuring seamless operations and innovative solutions.