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.
3. Select a value in Use opportunity items. For more information, see System behavior fields.
4. Click Save.

To transfer existing Opportunity Items to the Products tab, click Upgrade Products on the Product Configuration page. This button is available only if Sage CRM is configured to use Opportunity Items. For details, see System behavior fields.