Products
The Products page is accessible by clicking on the "Products" in the main navigation bar on the top of the screen.
Here you can manage all of your companies products and services.
Each product has a description and related files. The cost of the product is determined by the price book. The product can be linked to cases.
Price book
Your company may have different price books depending on the region and client organization type.
The price book determines how much the product costs. When creating an opportunity, product prices and the totals are calculated based on the selected price book.
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Add products rapidly to a price book by opening the price book in editing mode and adding the products there. |