Follow these steps to add a new Line Item between existing items in the Quotes:
- Log in to the CRM.
- Click the Menu icon.
- Go to the Sales.
- Select Quotes module.
- Select and open the record to which you want to add line items. The Summary View opens.
- Click Edit. The Edit page opens.
- Go to the Line Items section.
- Enter or select the following information to add the Line Items:
- Add Product or Service row: Click to add the product or service to the Deal record.
- More: Click More next to the line item number.
- Add Product Row: Add a new product line next to an existing line item.
- Add Service Row: Add a new service line next to an existing line item.
- Add Section: Adds a new section to group related line items.
- Click Save.
Note: The More option becomes visible only when more than one line item is added.