Adding Opportunity Products


  • FCS allows our users to add additional Opportunity Products to further expand on the selectable items from the Opportunity Type menu.
  • This can only be modified by a user who has been given full "Administrator" rights within the system. 


The Opportunity Products has five default selections that cannot be modified or deleted. They include the following items:

  1. Roof Replacement
  2. Roof Repair
  3. Service Dispatch
  4. Qwikbid
  5. RTM

To access the Opportunity Products and add more items, please follow these instructions:

Step 1:

  • Click on the ToolBox and select the "Admin" icon

Step 2:

  • Next, select "Sales Settings."

Step 3:

  • From the "Sales Settings" menu, select "Opportunities Products Admin" (see screenshot below)


Step 4:

  • Once you've accessed the "Opportunities Products Admin," you will see the five default product types.
  • You can add additional types by clicking on "Add a new product."


Step 5:

  • You can begin adding the new type of "Opportunity Product."
  • If you want this specific product to be available in the "Production Module," check the box "Can use Operations utility with this Opportunity." 


  • Once you have saved the types of Opportunity Products, they will become selectable for any new Opportunity created. 
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