How to add a product and service to a price book?
Follow these steps to add products or services to a price book:
- Open a Price Book Record and go to the Summary view.
- Click the Items Widget on the right-hand side of the screen.
- Click the drop-down and select Products or Services. The procedure remains same for both.
- Click Select Products if you want to select an existing product or Click Create Product to create a new product.
- Click the + button.
- Select the products that have to be linked to the Price Book.
- Click Select.
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