Opportunity service lines are the specific services or products offered within an opportunity or sales deal. They outline what exactly is being sold or provided to the customer. For example, in a software sales opportunity, the service lines might include software licenses, maintenance services, training, and customization. These lines help break down the opportunity into its individual components for better tracking and management.
Opportunity Service lines process
When you create opportunity service lines for an opportunity lines, the total budget for the opportunity line automatically adjusts to match the combined cost of all those opportunity service lines.
Users can still manually adjust the total budget for an opportunity. However, for easier and automatic updates to the customer’s budget, users can create opportunity service lines. By enabling the “Service Line” field, a new section will appear where you can define these service lines.
The main fields displayed in Opportunity Service lines forms are as followed.
| Fields | Description |
| Opportunity line | When creating Opportunity service lines, the system will clearly display the name of the Opportunity line you’re associating them with. |
| Service | The Service field in Opportunity service lines highlights the specific services or products being offered within an opportunity or sales deal. It helps to clearly identify and differentiate the various services or products that are part of the opportunity, making it easier to manage and track them individually. |
| Est Fee | The “Estimated fee” in Opportunity service lines points out the expected cost or charge associated with each specific service or product offered within the opportunity line. It gives a clear picture of the anticipated fees for each service line, helping to estimate the overall cost of the opportunity line. |
| Start Date | The Start Date in Opportunity service lines indicates when a particular service or product is scheduled to begin or become available. It helps track the timing of activities or deliverables associated with each service line within an opportunity line. |
| Duration | The Duration field in Opportunity service lines indicates the length of time or period associated with a particular service or product offered within an opportunity. It highlights how long the service or product will be provided or active as part of the opportunity line. |
When you create service lines for an opportunity lines, the estimated cost of each service is automatically added together. This total cost then replaces the original budget for the opportunity line. This ensures the sales team has an accurate budget for the opportunity that reflects all the included services.
The below screenshot demonstrates how the combined cost of all service lines (shown as “$50,000” under “Estimated Fees”) is automatically shown in the “Customer Budget” field for the opportunity line.
