Products
The Products page is accessible by clicking on the Products section in the main navigation bar on the top of the screen.
Here you can manage all of your company’s 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.
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The cost is determined by the price book, not by the product itself. |
Adding a new product
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Navigate to the Products,
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click on the + Add button to open the form,
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populate the data and press the Save button on the bottom right corner.
Price book
The price book page is accessible by clicking on the section in the main navigation bar on the top of the screen.
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Your company may have different price books depending on the region and client organization type. |
The price book determines how much the product or service costs. When creating an opportunity, product prices and the totals are calculated based on the selected price book.
Adding a new price book entry
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Navigate to the ,
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click on the + Add button on the price book entries page block,
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populate the data and press the Save button on the bottom right corner.
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If you wish to add multiple price book entries at the same time, click on the Edit button in the bottom right corner. This allows you to add multiple price book entries at the same time. |