This guide will outline how to add products, such as a treatment tent or event commander to an event opportunity.

This guide assumes you have already accessed the opportunity, if you have not done so please complete a search first.

Go to products in the related tab

Click on the arrow

Select add products from the drop-down menu

Note: if prompted, select the correct price book.

a: Click in the tick-box to add the required products.

Note: clicking on the blue test will navigate away from this page and you will need to start again.

Once all products are selected then select next

• Hours: Required if hours are needed
• Line description: enter as needed
• Quantity: For event staff or volunteers this will be Hours * staff numbers
• Staff numbers: How many staff were at the event

Note: When counting staff, count billing groups not individuals. IE. If we charge $10 per hour per team of 2 – then that team will be 1 staff member not 2.

Note 2: Hours and Staff Numbers are not compulsory fields, only fill them out if you are tallying staff totals.

Note 3: Quantity for staff hours is Staff Numbers * Hours – manually calculated.

.

Click on save

• Prepare Quote
• Set follow up task