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Hi,
Is there a way to add multiple products to quotes, as my user don't want to add products one by one as that cause multiple clicks. Any suggestions.
Thanks
Hello,
Yes, this is possible if you use the online version of CRM. To do so, you need to activate "Enhanced add product experience" on the settings part of the product Catalog:
Then, on your offer, you will find a new button named "Add Products":
By clicking on this button, you will be able to add several products at the same time:
Hi Ravi,
Agree with Mehdi.
You can read more information in docs.microsoft.com/.../add-products-enhanced-experience
Please note that Enhanced add product experience is only available for Sales Enterprise instead of Sales Professional.
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