Adding a New Line Item to an Opportunity

Add an item to an opportunity.

1. On the home screen, select Opportunities.
2. Select an opportunity to view its fact sheet.
3. View the existing items for the opportunity.
   • (Windows Mobile Professional) Near the bottom of the screen, select Items.
   • (Windows Mobile Standard) Select Menu > Items.
4. Select Menu > Add.
5. Enter the Product ID and Quantity.
6. (Optional) Add a Description or indicate the Unit of Measure.
7. (Optional) Select Search on Description to perform an online lookup on the SAP system.
   Note: Because you are performing an online lookup, be sure to indicate text with asterisks for your search.
8. Select Save.

   Once you move to a difference screen, the item is sent to the SAP system.