How do I create a Price Book from Quick Create?

You can also create a Price Book using the + (Quick Create) icon available on all screens of the CRM. Price Books is available in the Inventory section. Follow these steps to create a Price Book using Quick Create:

1. Log in to the CRM.
2. Click + (Quick Create) icon.
3. Type Price Books in the Search field.
4. Select Price Book.
5. Click +Add Price Book. The Add Price Book window opens.
6. Click View Full Form. The Creating Price Book window opens.
7. Enter or select the following information - 
   1. Price Book Details section
      1. Price Book Name: Enter a name for the Price Book
      2. Active: Enable the checkbox to make the Price Book active.
      3. Currency: Select the currency for the Price Book. 
      4. Assigned To: Select the CRM user to whom the Price Book is assigned.
   2. Description Details - Enter a description for the Price Book.
8. Click Save.

To learn more about Quick Create, click here.