Working with Opportunity Items

Opportunity Items is the predecessor of the Quotes and Orders product functionality. If you've upgraded from a previous version of Sage CRM, you can use Quotes and Orders instead of Opportunity Items or continue using Opportunity Items. If you're using a newer version of Sage CRM, Opportunity Items is automatically replaced by the Quotes and Orders product functionality and Use Opportunity Items settings aren't available.

1. Click <My Profile> | Administration | System | System Behavior.
2. Click Change.
   • To use Quotes and Orders instead of Opportunity Items, ensure Use Opportunity Items is set to Quotes and Orders.
   • To continue using Opportunity Items instead of Quotes and Orders, set Use Opportunity Items to Opportunity Items .
3. Click Save.

To transfer existing Opportunity Items to the Products tab, click Upgrade Products on the Product Configuration page.