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Adding Units to an Opportunity

Units cannot be added to a quote.

If no project is open, see Creating Projects.

  1. Select the desired units from the Results screen and click Add to Projectfrom the toolbar.
  2. The Add Selections to Opportunity dialog box opens.

  3. Enter the desired name for the opportunity, and click Create.
    Alternatively, you can add to an existing opportunity by selecting it from the list of existing opportunities and clicking Add.
  4. The newly created opportunity appears on the Project screen with the selected units.

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