How to Add an Item to Multiple Estimates at Once

1. Open the Opportunity Detail form and go to the Estimate tab.

2. Click the Sales Desk button in the top-right corner.

3. On the left side, you will see a list of the estimates you have created. Select the estimates where you want to edit or add an item.

4. Click “+ Add Item to All Selected” in the top-right corner.

5. Select the item you want to add, then click “Save Items.”

6. The item will be added to all the selected estimates. It will appear as the last line item and will be highlighted in yellow.

Click-path (How-to Flow)