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How to create Opportunities without Revenue Line Items

Omar Conte

We are moving to Sell with RLI, but we feel that being forced to add a line item right when the opportunity is created from a Lead conversion is too restrictive.

I think it's common to create an Opportunity before exactly knowing which products will be offered.

Is there a way to avoid creating RLI on a new Opportunity?

Thanks

Omar

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    We may not know exactly which products the prospect wants when we convert to an Account/Contact/Opportunity w/RLI, but we typically have some kind of idea. So we'll just add a qty of 1 of a possible product/service. Part of the sale process for the sales person is to update the opportunity with more detail as the opportunity progresses, thus we've not found this to be a hurdle for our staff. 

    Ben Hamilton (more)
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    We may not know exactly which products the prospect wants when we convert to an Account/Contact/Opportunity w/RLI, but we typically have some kind of idea. So we'll just add a qty of 1 of a possible product/service. Part of the sale process for the sales person is to update the opportunity with more detail as the opportunity progresses, thus we've not found this to be a hurdle for our staff. 

    Ben Hamilton (more)
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